Meet The Team
Director / Private wealth adviser
Rob Berry
Rob Berry is a highly experienced Financial Adviser with over 20 years of expertise in comprehensive financial planning, investment management, and retirement strategies. Dedicated to delivering a client-focused approach, Rob provides tailored financial solutions that help individuals, families, and businesses achieve long-term financial security.
Holding a bachelor degree in Accounting and Finance from Southern Cross University, Rob combines strong technical expertise with a deep understanding of wealth management, superannuation, and tax-effective strategies.
As a Member of the Financial Advice Association Australia (FAAA), FASEA accredited, and an individual tax (financial adviser) registered with the Tax Practitioner Board (TPB), Rob adheres to the highest industry standards and regulatory requirements.
Clients benefit from a strategic, transparent, and results-driven approach, ensuring their financial plans remain adaptable to life’s changing circumstances.
Committed to building lasting relationships based on trust and integrity, Rob empowers clients with the knowledge and strategies to make confident financial decisions and “live their best lives”.
Administrative Assistant
Linda Howland
As an Administrative Assistant, I bring over 5 years of experience in providing comprehensive support to financial professionals. My role involves managing day-to-day operations, coordinating client communications, and ensuring the smooth execution of administrative tasks.
I excel in maintaining organized records, scheduling appointments, and preparing essential documents, which allows our advisors to focus on delivering top-notch financial advice to our clients. My attention to detail, strong organizational skills, and proactive approach help streamline processes and enhance client satisfaction.
With a background in Mortgage Broking & Medical research, I am adept at handling confidential information with discretion and professionalism. I am committed to fostering a positive and efficient work environment, contributing to the overall success of our team.
Administration Manager
Kathryn Murphy
With a background in accounting, bookkeeping, celebrancy, and small business ownership, I bring a strong combination of financial management expertise and exceptional communication and interpersonal skills to the table. Working at Valli provides me with a friendly and professional environment, where I can utilise and bring together all the skills that I have developed over the last 30 years and makes me a well-rounded Administration Manager and a valuable asset to the Valli Team.
With clients at the heart of our business, I am passionate about fostering client relationships, whilst maintaining the values of integrity and privacy, delivering high-quality administrative support to our capable team of advisers and ensuring the smooth and efficient day to day running of the business.