meet the team

Peter Robotis

Private Client Adviser

MFinPlan, BA, SSA®

Peter has over 20 years of experience providing client-centric advice to high-net-worth clients.  The strategic advice he offers specialises in structuring, superannuation contribution strategies, self-managed superannuation along with investment advice including portfolio management.

Peter has completed a Master of Financial Planning, holds a Bachelor of Arts (Politics & Psychology) from Melbourne University, and is also recognised as a SMSF Specialist Advisor® by the SMSF Association.

Peter is married with two young children; they enjoy family holidays and outdoor activities.  Peter is a keen Sydney Swans supporter but enjoys watching a variety of different sports.  He also has a special interest in politics and history.