Rob Pollard – Financial Adviser, Partner
I want to make a difference by developing lasting relationships with clients as they transition through life and helping them achieve their dreams and realise their aspirations and goals.
Rob joined Invest Blue in August 2012 bringing with him 14 years’ experience in accounting and the financial services industry. He graduated with a Bachelor of Business degree from the University of Queensland and completed a Graduate of Financial Management at the University of New England. He became a member of the Institute of Chartered Accountants in Australia in 2005.
Outside of work Rob loves spending time with his family, friends and is a staunch supporter of the bulldogs. He takes great delight in watching his boy’s achievements in a variety of sports including rugby, basketball, athletics and cricket.
Rob is an avid traveller and recent destinations have included Tasmania and Hawaii. He enjoys keeping fit and healthy by cycling, going to the gym and playing golf.
Areas of specialisation
- Wealth creation strategies
- Debt and cashflow management
- Risk Insurance strategies
- Retirement planning
Memberships and Associations
- Member of the Institute of Charted Accountants in Australia (CA)
Qualifications
- Chartered Accountant Qualification with ICAA
- Bachelor of Business
- Graduate Diploma in Financial Management
- Diploma of Financial Services (Financial Planning)
- Most Trusted Adviser 2023
