Rob founded Valor Private Wealth in 2005 to help people invest in quality businesses and grow their wealth using Warren Buffett's strategies.
Rob saw family members work hard for their money and then not know how to make it work hard for them. He now works hard to make money work for clients.
Rob runs the portfolios by carefully selecting companies that have a very slim chance of permanent capital loss and very good prospects of growth. He doesn't go for the theory of averages by diversification but concentrates on those businesses that have what is needed to grow through good and bad times.
Rob is a Certfied Financial Planner and is a member of the SMSF association. He is guest on Ausbiz TV and writes for various publications.
Outside of work, Rob has a family and loves the great outdoors with surfing, soccer and swimming.
Andrew has been Valor's Operations Manager for over a decade now. He is our SMSF and compliance expert. He is also significant member of the investment committee performing investment analysis and trading functions .
Andrew has a Master of Commerce focused in Accounting and Finance and Bachelor of Commerce from Macquarie/ Monash University. RG 146 compliant.
Leo has been with Valor Private Wealth since 2020. He joined VPW as a Financial Adviser to help people achieve what is important to them. Leo's role is providing strategy advice to clients on how to maximise their money and to build their legacy.
Leo has become our generational wealth transfer expert and has helped many people to plan for life's ups and downs.
Leo has a degree in Accounting, Advanced Diploma in Financial Planning and a MBA and that is just the beginning. He is a member of the Association of Financial Advisers.
Outside of work, Leo loves to travel and experience all that the world has to offer.
Tim is our resident currency expert with over 20 years’ experience in FX derivative structuring and trading. He helps to manage and execute our FX hedging while also assisting our clients when they require assistance with currency transfers.
Tim has a Bachelor of Commerce (Honours) majoring in Finance from The University of Melbourne.
Outside of work Tim has two young kids who dictate what he does.
Rachel is Valor's Relationship Manager with the aim of improving our relationships through improved communication and connection. Rachel has a Finance degree and was a Financial adviser for many years.
Rachel has a family and when not ferrying her son to activities, she likes to walk the dog and draw.
If you are interested in joining VPW, please read more on our Work at Valor page and contact us via the below form.