Rob Ackermann
Financial Adviser, Senior Vice President at Morgan Stanley
Based in Sydney, Australia
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Seniority
Vp
Department
Finance & Accounting
Location
Sydney
Industry
Financial Services
Company size
100K
Contact information
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r•••••••@morganstanley.com
Phone
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Background
About Rob Ackermann
I am driven, focused and absolutely dedicated to delivering the best outcomes for my clients. Whether they realise it or not, my clients face many significant choices that will have long-term financial impacts. Likewise, they may not always be aware of the inherent biases that can impact their decision-making. My role is to provide the help and guidance of an experienced professional and guide clients towards the decisions and solutions which will establish financial success and security for years to come; to objectively help them focus on what actually matters. I care deeply about the well-being of my clients and I want them to feel empowered by the information and advice I provide. It’s important to me that they feel in control of their investment journey and are confident in their family’s financial future. I take great pride in the fact that new clients are often introduced to me by my existing client base. After more than 20 years of working in financial services, I still relish the ongoing challenge of making sense of an ever-changing economic and market environment. I work hard to ensure my clients have access to the technical expertise that is the foundation of quality financial advice. Being a part of Morgan Stanley, one of the world’s largest and most successful wealth management organisations, allows me to offer my clients access to global resources and expert insights.
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