Rob Neary

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Rob Neary
Trainee Paraplanner

Rob has worked for AV Trinity, as a Trainee Paraplanner since 2018. He works closely with Philip Kurzeja in writing Client Advice Reports and conducting supporting research. Prior to joining AV Trinity he worked for Lloyds Banking Group for over 12 years. 

“Although I have worked in the Finance industry for most of my working life, this is my first taste of this type of Financial Services. I am honoured to have started my career, within this field, with AV Trinity. Their professionalism and dedication is infectious and am looking forward to learning my new trade among such esteemed Chartered Financial Planners”   “I am a father to my daughter and with a son on the way! My passions are football and spending time with my family” 

 

 

 

 





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