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Roberto joined CCI as Chief Executive Officer (CEO) in September 2015. He brings with him more than 20 years’ management experience, having previously held the positions of Managing Director ANZ Private Wealth, Managing Director ANZ Trustees and Managing Director Super Concepts. Rob’s management portfolio also includes a range of executive director roles on the Boards of ANZ financial advice companies.

Rob has a passion for developing strong relationships with customers, building energised and engaged workplaces and developing solutions to enable businesses to directly benefit communities. Having served as a World Vision Advisory Council Member, a Non-Executive Director and Treasurer of Co.As.It (Italian Assistance Organisation) and as a Trustee of the Sylvia and Charles Viertel Charitable Foundation, Rob has a great social-responsibility footprint.

Roberto holds a Bachelor of Economics (Honours), and is a graduate of the 2013 Leadership Victoria - Williamson Community Leadership Program.

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We are advisors and strategists that are focussed on people, and their ongoing development and growth. We are all about building trust and focussing on long term success. We work with you, we embed our people with yours and share our skills every step of the way.
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