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.
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. Rivée is also an accredited derivatives adviser (ADA Level 1).
He joined Carnbrea in 2016 as an investment adviser servicing both retail and wholesale investors.
He is Head of Execution for our institutional clients.
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.
Director – Corporate Finance
Peter has recently joined Carnbrea to assist in the development of fresh investment products with an emphasis on the resource sector.
He has held membership of the Australian Institute of Mining and Metallurgy for over 30 years and during that time frame he has been Chief Executive Officer of two separate listed companies. His specialities include mineral economics and corporate finance, and during his career he has reviewed base and precious metals projects on a global basis including the Philippines, Cambodia, India, Pakistan, New Zealand, Indonesia, Spain, Portugal, Ethiopia and Uganda. More recently Peter was Executive Chairman of Royalco Resources Limited-a dedicated royalty house.
Peter holds degrees in Economics and Law and is a Barrister and Solicitor of the Supreme Court of Victoria but does not practice as such.
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).