Bob Beard

B.Comm, FCA, F Fin, GradDipFin, Dip FS (FMBM)

Bob Beard has over 30 years experience working within both financial and professional services to support clients achieve their strategic and financial goals. Leveraging skills and knowledge from his 12 years with a global chartered accounting firm, Bob has since held senior business banking leadership roles at both state and national level with three Australian banks. Bob’s clients benefit from his professional and independent advice and support across all facets of cash-flow, property and asset-based financing, as well as his insights into bank decision-making processes and client relationship management practices.

Bob holds a Commerce Degree, a Post-Graduate Diploma in Applied Finance and Investment, and a Diploma of Finance and Mortgage Broking Management. Bob is a Fellow of the Institute of Chartered Accountants Australia, a Fellow of the Financial Services Institute of Australasia and a full member of the MFAA.

Contact Details

Direct (03) 8648 4419
Mobile 0400 103 809
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