ABOUT US

A friendly and professional team with a strong focus on client’s best interests.

Robert Castro

Robert Castro

Director, Private Wealth Adviser

Rob is Founder and Private Wealth Adviser at Everest Partners and has over 20 years’ experience in the financial services industry.

Rob specialises in providing financial advice in relation to tailored investment solutions, superannuation, retirement planning, tax effective wealth creation strategies, asset protection and portfolio management.

Prior to founding his own company, Rob was a Senior Financial Planner at Sherlock Wealth and Hong Kong Shanghai Banking Corporation (HSBC) and worked for fund management companies, ANZ Wealth and Bankers Trust.

Rob holds a Bachelor of Business Degree from the University of Technology Sydney (UTS), is a Certified Financial Planner ® and twice awarded the prestigious global Circle of Excellence award during his time at HSBC bank.

Rob speaks both English and Spanish and is a member of the Financial Planning Association and Australian Institute of Company Directors.

Vera Gu

Vera Gu

Director, Senior Wealth Adviser

Vera is a Senior Wealth Adviser and provides tailored investment, retirement and strategic financial advice to individuals, families and entities.

Her passion is to assist clients in building and preserving wealth, so they can live the life they seek.

Vera has over 20 years’ experience in the financial services industry across Australia, Hong Kong and London.

Her previous roles include Head of Advice, Oreana Financial Services in Hong Kong and Senior Wealth Adviser at National Australia Bank (Private) and HSBC Bank (Premier) in Australia.

Vera has also worked for funds management companies including Longview Partners in London and Colonial First State in Sydney.

Vera holds a Bachelor of Commerce degree from the University of New South Wales and is a Certified Financial Planner CFP ®, the highest level of financial planning qualification worldwide.

Vera speaks both English and Mandarin and is a member of the Financial Planning Association in Australia.

Sammi Wu

Sammi Wu

Adviser Associate

(bio coming soon)

Tia Nguyen

Tia Nguyen

Paraplanner

(bio coming soon)

Our Goal

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals.

Our team operate with the highest level of professionalism and personability to ensure that we give you practical solutions to all of your financial challenges. We are committed to continuous improvement, and spend several hours each week maintaining and extending our knowledge base so that you can be sure that our advice is relevant, timely and of the highest quality.

 

Our Quality Guarantee

Our business is an exclusive invite only firm that services a select group of private high net wealth individuals. Our business therefore only grows on the strength and satisfaction of existing clients and their kind referral of our specialist advice and services to their friends and family. In short, our clients satisfaction and success is integral to our success!

 

Our Services

We provide a full range of financial planning and practical experience dealing with a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement, and inter-generational financial planning.