Building and Preserving Generational Wealth Through Bespoke Financial Advice
Clients partner with Robbie Christie for his proactive approach and deep passion for holistic wealth management. Backed by a highly experienced team, Robbie’s strategies are designed to build, protect, and transfer wealth across generations.
His approach combines disciplined, research-led investment strategies with a strong focus on understanding and aligning each client’s portfolio to their long-term financial goals. Robbie delivers bespoke solutions across Wealth Management, Retirement and Estate Planning, and Portfolio Management.
Authorisations
Robbie Christie can advise on the following product areas:
- Deposit and Payment Products, including Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks, or Bonds
- Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
Robbie Christie is accredited to provide tax (financial) service advice.
Qualifications
- Bachelor of Commerce, Macquarie University, 2018
- Graduate Diploma of Financial Planning, Kaplan, 2024
- Economic Dux & HSC, Knox Grammar School, 2013
- RG146 / Margin Lending / Superannuation / Accredited Derivatives Adviser Lv1 & Lv2 / Stockbrokers & Investment Advisers Association, 2020