Rob Fabbro is Head of Private Wealth.
He has over 25 years’ experience in global financial markets, holding senior leadership positions in London, Hong Kong and Melbourne.
He has held management responsibility for numerous businesses within both Deutsche Bank and Macquarie Securities Group.
As an Executive Director of Macquarie Group, he was Head of Cash Equity and ECM Distribution for all country products within the UK/Euro region and was Head of Institutional and Corporate Relationship Management in Hong Kong.
Director – Private Wealth Management
Having started his career over 20 years ago in a small family operated financial planning business, Paul is the longest serving adviser at Carnbrea & Co and a Responsible Manager on Carnbrea’s Australian Financial Services Licence (AFSL). He is a Certified Financial Planner™ and member of the Financial Planning Association.
The CFP® mark is the highest rank attainable for a financial planner and requires rigorous ongoing annual education to remain at the peak of professional advice standards.
Over his career Paul has built a close and trusted relationship with our clients helping them to achieve their financial goals. His high level of technical knowledge and experience across a range of wealth management areas, allows him to assist his clients protect and grow their wealth.
Senior Wealth Adviser
A qualified Accountant and Financial Adviser, Roger holds a Bachelor of Business (Accounting), a Masters of Financial Planning and is a Certified Practising Accountant.
With over 18 years’ experience in the Finance Industry Roger has built close and trusted relationships working with and advising wealthy families, business owners, professionals, and charitable organisations. Over his career he has developed experience focused on delivering strategic financial & tax planning, investment management, superannuation & SMSF strategies, risk management, estate planning and philanthropy. The depth of Roger’s client relationships sees him hold Director positions and Responsible Person Roles on their Private Ancillary Funds and Charitable Trusts.
Prior to joining Carnbrea, Roger has worked in Senior Financial Advice & Wealth Management roles at Shadforth Financial Group Limited, Lachlan Partners and as Director of Private Clients at Peloton, a boutique financial advisory firm. Before this Roger was Finance Director and State General Manager of United Healthcare Australia, where he worked closely with a range of healthcare professionals delivering business management and financial support services.
Head of International Clients
Cynthia has considerable experience in the Private Wealth and Investment industry, holding a variety of positions at ANZ over 10 years, with particular expertise in the Asian High Net Worth investor market.
Speaking fluent English and Mandarin Chinese, Cynthia joined Carnbrea to promote our suite of services to international clients. She offers our clients strategic wealth management and investment solutions and has built strong relationships with them over time.
Cynthia holds a Bachelor of Business degree and a Diploma in Financial Services.
Wealth Adviser
Rivée has over 15 years’ experience in the finance industry and holds a Bachelor of Business in Accounting (Swinburne University).
Rivée started his career as a para-planner at a boutique financial planning firm, and his securities and investment knowledge was enhanced while working at Wilson Advisory. He now specialises in wealth creation through a wide range of investments (listed and unlisted), retirement planning, superannuation and insurance.
He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors.
Rivée is an accredited derivatives adviser (ADA Level 1) and is Head of Execution for our institutional clients.
Rivée is also the Vice President of the Koala Clancy Foundation, a not for profit organisation whose main aim is to establish and maintain the natural habitats of koalas in Victoria. This is achieved by planting trees and removing weeds, ultimately this will help ensure a future for wild koalas.
Wealth Adviser
Cristian is a Wealth Adviser, specialising in strategic and investment advice. Having started his career at a boutique Wealth management firm in 2010, Cristian spent the last three years working as a Wealth Adviser with Macquarie Wealth.
Cristian’s strengths are centred around his ability to work closely with individuals and families to develop a thorough understanding of their circumstances before providing tailored, specialist advice.
Cristian is a member of the Financial Planning Association (FPA) and is able to assist with matters relating to super, insurance, SMSF’s, investment management as well as budgeting and cash flow requirements.
Cristian believes the cornerstone of a successful advice relationship is trust and peace of mind. He works hard to reward the trust his clients place in him with world class service and attention to detail.
Client Services Manager
A dedicated and experienced client services professional, Louise has been working in the financial planning industry for 12 years. Starting out in support roles, Louise has built a solid foundation of knowledge across all aspects of financial advice and enjoys providing her clients with support that goes above and beyond. Louise is passionate about providing financial literacy and education, believing that everyone has the ability to achieve financial independence.
Prior to joining Carnbrea, Louise has worked with financial planning practices along with fund managers such as BT Financial Group and OnePath.
Louise holds a Bachelor of Commerce in Marketing (Deakin University) and is currently studying a Graduate Certificate of Financial Planning (Swinburne University).
