Verified recordFinancial Services

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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Email

1 credit

r•••••••@morganstanley.com

Phone

5 credits

+61 ••• •••• ••••

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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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