Robert Montgomery's Location
Sydney, NSW, AU
Robert Montgomery's Work
- Practice Principal @ Godfrey Pembroke
- Financial Advice Specialist and Practice Principal @ Godfrey Pembroke
- Associate Director and Financial Planner @ Deutsche Bank
- Financial Planner @ Bain & Company
- Tax Accountant @ BDO Binder Dijker Otte
Robert Montgomery's Education
- CFP1995 - 2013
- Scotch College Melbourne1969 - 1972
Robert Montgomery's Skills
- Superannuation
- Investment Strategies
- Asset Allocation
- Pensions
- Retirement Planning
- Finance
- Retirement
- Wealth Accumulation
- Estate Planning
- Insurance
Robert Montgomery's Summary
Robert Montgomery, based in Sydney, NSW, AU, is currently a Practice Principal at Godfrey Pembroke Ltd, bringing experience from previous roles at Godfrey Pembroke Ltd, Deutsche Bank, Bain & Co. and BDO Binder Dijker Otte. Robert Montgomery holds a 1995 - 2013 CFP. With a robust skill set that includes Superannuation, Investment Strategies, Asset Allocation, Pensions, Retirement Planning and more, Robert Montgomery contributes valuable insights to the industry. Robert Montgomery has 1 email on RocketReach.
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