Robert Ackermann
Senior Vice President,
Financial Adviser
Direct:
(02) 9775 2041(02) 9775 2041
My Mission Statement
To help highly affluent clients maximise the benefits of wealth for themselves, their families and their chosen causes.
My Story and Services
I am driven, focused and absolutely dedicated to delivering the best outcomes for my clients. Whether they realise it or not, my clients face many significant choices that will have long-term financial impacts. Likewise, they may not always be aware of the inherent biases that can impact their decision-making. My role is that of an experienced guide: keeping them focused on what really matters; assisting them in decisions; providing solutions that will establish financial success and security for years to come.
I care deeply about the financial well-being of my clients and want them to be empowered by my information and advice. They should feel in control of their investment journey and confident in their family’s financial future.
I take great pride in the fact that new clients are often introduced to me by my existing client base.
After more than 20 years of working in financial services, I still relish the ongoing challenge of making sense of an ever-changing economic and market environment. I work hard to ensure my clients have access to the technical expertise that is the foundation of quality financial advice.
Being a part of Morgan Stanley, one of the world’s largest and most successful wealth management organisations, allows me to offer my clients access to global resources and expert insights.
I have a Bachelor of Business, a Master of Commerce and a Graduate Diploma of Applied Finance.
I care deeply about the financial well-being of my clients and want them to be empowered by my information and advice. They should feel in control of their investment journey and confident in their family’s financial future.
I take great pride in the fact that new clients are often introduced to me by my existing client base.
After more than 20 years of working in financial services, I still relish the ongoing challenge of making sense of an ever-changing economic and market environment. I work hard to ensure my clients have access to the technical expertise that is the foundation of quality financial advice.
Being a part of Morgan Stanley, one of the world’s largest and most successful wealth management organisations, allows me to offer my clients access to global resources and expert insights.
I have a Bachelor of Business, a Master of Commerce and a Graduate Diploma of Applied Finance.
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
Location
2 Chifley Square
Level 26 Chifley Tower
Sydney, NSW 2000
AU
Direct:
(02) 9775 2041(02) 9775 2041
Wealth Management
Global Investment Office
Portfolio Insights
High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
Article Image
International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
Article Image
General Investment Advice
Working closely with you to guide your investment decisions through all market conditions.
- Asset management
- Traditional investments
- Alternative Investments
Misconceptions about Alternative Investments
Article Image
Ready to start a conversation? Contact Robert Ackermann today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.