Meet the Team

The People Behind Your Financial Peace of Mind

Whether you’re navigating life’s transitions, planning for the future, or simply want your finances explained clearly, our team is here to guide you with warmth, patience, and proven experience.

Andrew Robards is the founder and Principal Adviser of Robards Wealth Management, bringing more than 25 years of experience in financial advice to his clients. Beginning his career in banking, Andrew held a number of leadership roles, including Bank Manager, where he developed a strong foundation in financial strategy and customer service.

In 2004, he established Robards Wealth Management with a clear vision: to deliver personalised, ethical, and strategic financial advice that puts clients’ goals first. Andrew is known for his practical approach, deep industry knowledge, and commitment to building lasting relationships. His experience spans all areas of financial planning, from wealth creation and retirement planning to risk management and superannuation.

Andrew remains driven by the same values that inspired him to start the business: trust, transparency, and a genuine dedication to helping people achieve financial confidence.

Jessica Robards is a dedicated Mortgage Broker and Practice Manager at Robards Wealth Management, bringing over a decade of experience in the financial advice and lending industry. With a background in both client services and business operations, Jessica plays a pivotal role in ensuring the smooth delivery of tailored financial solutions for clients.

After completing her Bachelor of Business at the University of Newcastle in 2017, Jessica pursued her passion for helping individuals and families achieve their financial goals, specialising in home and investment lending. Her strong understanding of the lending landscape, combined with a client-first approach, allows her to guide clients through the complexities of the mortgage process with clarity and confidence.

As Practice Manager, Jessica oversees the day-to-day operations of Robards Wealth Management, supporting the broader team and ensuring a seamless client experience from initial consultation through to long-term planning. Known for her organisation, communication, and attention to detail, Jessica is a trusted point of contact for clients and colleagues alike.

Jessica’s dual expertise in mortgage broking and business management reflects her commitment to delivering holistic, personalised service, and continuing the firm’s legacy of trust, transparency, and professional care.

Brandon Robards is a qualified Financial Adviser at Robards Wealth Management, bringing a decade of experience in the financial advice industry and a strong academic foundation to his role. With a focus on building meaningful client relationships and delivering strategic, goal-oriented advice, Brandon represents the next generation of financial professionals within the firm.

In 2023, Brandon completed his Master of Financial Planning and is currently finalising his Master of Financial Services, demonstrating a commitment to continual learning and professional development. He became a registered Financial Adviser in 2024, following several years working alongside experienced advisers, gaining firsthand knowledge across investment planning, superannuation, insurance, and retirement strategies.

Brandon’s approach is collaborative and client-centred, taking the time to understand each client’s unique circumstances and long-term aspirations. With a clear passion for helping people build financial security and confidence, he brings both technical expertise and a personable, down-to-earth style to his advice.

As part of the Robards Wealth Management team, Brandon is proud to contribute to the firm’s legacy of trusted, tailored advice, ensuring every client receives the care, insight, and strategic support they need at every life stage.

Reuben Optland is a Provisional Financial Adviser at Robards Wealth Management, currently completing his Professional Year as he works toward full adviser registration. With five years of experience in the financial advice industry, Reuben brings a strong foundation of technical knowledge, client service, and a genuine passion for helping people navigate their financial journey.

Reuben is currently undertaking a Master of Financial Planning, further enhancing his expertise and ensuring he stays at the forefront of industry best practice. Throughout his career, he has supported clients and advisers across a broad range of financial planning areas, including investment advice, insurance, superannuation, and retirement planning.

Known for his thoughtful approach and attention to detail, Reuben works closely with the senior advisory team to deliver tailored strategies that align with each client’s goals and values. His dedication to continuous learning and professionalism positions him as a rising talent in the financial services field.

At Robards Wealth Management, Reuben is proud to be part of a team that values trust, transparency, and long-term relationships, and is committed to delivering high-quality advice that makes a meaningful difference in clients’ lives.

Kayleen Robards is a highly experienced Paraplanner at Robards Wealth Management, with over 20 years of expertise in supporting the delivery of quality financial advice. Her primary role involves the preparation of detailed and compliant Statements of Advice (SOAs), ensuring each recommendation is thoroughly researched, strategically sound, and tailored to the client’s individual needs.

With a deep understanding of financial planning strategies, legislation, and compliance requirements, Kayleen plays a critical role behind the scenes, translating complex advice into clear, actionable documents that form the foundation of client strategies. Her precision, reliability, and attention to detail are key to the seamless delivery of advice within the practice.

Having worked in paraplanning for more than two decades, Kayleen brings both technical expertise and a deep appreciation for the client journey. She is passionate about supporting advisers in creating advice that truly makes a difference, and takes pride in contributing to the high standards of service Robards Wealth Management is known for.

Kayleen’s long-standing commitment to the financial planning industry and her extensive knowledge make her an invaluable part of the team.

Our Support Staff

Jess Goquingco

Executive Assistant

Jess provides executive support to Principal Adviser Andrew Robards, managing scheduling, correspondence, and day-to-day coordination. With a broad professional background, Jessica ensures operations run smoothly and clients receive timely, professional service.

Keian Partosa

Client Service Officer

Keian acts as a key liaison between clients and advisers. Currently studying his Master of Economics, Keian brings a strong analytical mindset and a commitment to delivering responsive, high-quality client support.

Pauline Meyer

Administrative Assistant

Pauline handles a range of back-office administrative functions, including the preparation of client review packs and internal document management. Her reliability and efficiency help keep client services running smoothly behind the scenes.

Chloe Campbell

Administrative Assistant

Chloe supports the team with a focus on filing, data entry, and other essential administrative tasks. Her attention to detail and positive approach contribute to the firm’s seamless internal operations and client care.

Jackson Robards

Client Service Officer

Jackson is the newest addition to our team, serving as a vital liaison between clients and advisers. His background in Disability Support brings a strong focus on care and attention to detail, making him a valuable part of our client services.

Testimonials

Betty

Dianne

Megan & Sharon

Ready to Take the Next Step?

Whether you need advice, a second opinion, or just someone to listen, we’re here for you. Get in touch today and let’s talk about how we can support your financial wellbeing, now and into the future.