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.
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.
Senior Investment Adviser
Debra commenced her career in the financial services industry in 2003 and has worked for several domestic and global investment houses, most recently UBS before moving to Carnbrea.
Debra has completed her Diploma in Financial Markets, is accredited in Derivatives and Foreign Exchange, and has also completed her Professional Diploma in Stockbroking.
Debra provides our clients individually tailored wealth management solutions to deliver positive investment outcomes, ensuring full understanding of their investment needs and goals, whilst considering their tolerance for risk. Her partnership with clients provides a robust and personalised solution that is implemented and managed to meet our clients desired investment objectives.
Rivée has over 13 years’ experience in the finance industry and holds a Bachelor of Business in Accounting (Swinburne University).
Having started his career as a para-planner at a boutique financial planning firm, he now specialises in retirement planning, superannuation and insurance. This is augmented by his domestic securities trading experience at Wilson Advisory.
He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors. Rivée also works in direct collaboration with Carnbrea adviser Melissa Goodman to jointly advise our clients.
He is Head of Execution for our institutional clients.
Melissa is a qualified financial adviser offering holistic financial advice to professionals. Her proficiency with numbers and problem-solving abilities drives her passion for assisting clients with their investment goals and requirements.
Melissa joined Carnbrea in 2018, having entered the Private Wealth Advisory industry in 2014.
Her focus is on a range of areas including superannuation, SMSF, insurance, investments, business succession planning, plus cash-flow and budgeting. Recognising that a client’s personal and financial needs change over time highlights the importance of a financial plan changing with them. She also works in direct collaboration with Carnbrea adviser Rivée Tao to jointly service our clients.
Melissa holds a Bachelor of Science and a Masters of Financial Planning.
George is a financial adviser, providing holistic advice to individuals and High Net Wealth families.
He joined the industry in 2011 and has gained a wealth of experience from working in boutiques to large corporates, most recently Macquarie Wealth.
George understands everyone’s life situation is different. He believes a successful advice relationship is built on trust, proactive service and will help uncover your goals by deeply understanding your current circumstances and your objectives.
He is able to assist with matters relating to investment management, super (inclusive of SMSF’s), insurance, budgeting and cash flow requirements.
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.