Board of Directors

Having trained and worked with one of the world's largest accountancy organisations, KPMG, in Sydney Ken moved to the Gold Coast to take over a small Coolangatta firm.

He built this into a successful practice based on tax compliance and consulting, business development and financial planning.

Ken was one of the founders of Professional Investment Services.

Ken holds a practicing certificate and accreditation as a financial planning specialist with the Institute of Chartered Accountants in Australia.

Robbie is responsible for the overall operations of the Professional Investment Services Group of companies. His role as Group CEO also involves developing training programs and business strategies for accounting firms and financial planning practices to develop in the financial planning area. Robbie has presented at many industry and accountants' conferences in Australia and overseas.

In 2006 Robbie was named by Money Management as one of Australia's top ten most influential people in finance. In 2003 he was the Northern Region winner of the prestigious Ernst & Young Entrepreneur of the Year Competition and in 2004 was the winner of The Russell Group global award for Innovation and Development. The Russell Group is the world's largest adviser of retirement funds.

Robbie established Professional Investment Services in August 1996, along with a group of five financial planners and seven accounting practices.

Robbie has over 23 years experience in the financial services industry. He began his career as a financial planner with Monitor Money in 1986. In 1988 Robbie joined the Adviser Group of Companies where he held a number of positions involved with developing the group.

Robbie holds a Bachelor of Science degree, with a major in Business Administration and is a Certified Financial Planner.

The Managing Director of Professional Investment Holdings, Grahame oversees a network of thousands of finance, accounting and insurance professionals across seven countries supplying training, tools and resources to help them remain competitive and deliver value added services to their clients.

Grahame has been extensively involved with the financial services industry for over 25 years and is a regular speaker at conferences both in Australia and overseas. He holds an MBA from the prestigious Australian Graduate School of Management, voted in the top 10 management schools in the Asian region.

Before joining Professional Investment Services he was CEO Investments for Tower Australia and Head of Corporate and Employee Benefits with AMP. At AMP he was responsible for Australia's largest company superannuation portfolio.

Prior to that as Managing Director AMP Consulting he was responsible for the superannuation consulting division of AMP including actuarial, trustee services, information technology, asset consulting and communications for clients such as Optus, BHP Billiton and Ansett to name a few.

At 32 Grahame was the youngest Australian ever to be appointed to the board of an Australian life insurance company.

Profile coming soon.

Originally from the UK, Charles qualified as a Chartered Accountant in 1974 with PWC, before moving to their Hong Kong office in 1978.

In 1985 he was appointed Managing Partner of the CPA firm that became Horwath Hong Kong. This was the first Hong Kong CPA firm to establish a Financial Planning division, which was later acquired by Professional Investment Services in 2007.

Charles retired from the CPA business to pursue a career as a consultant and private investor. Remaining a Director of Horwath Financial Services Hong Kong, Charles promotes their business and introduces the Group to business contacts and associates acquired during his 30 years in the Far East.

David moved to Hong Kong from the UK in 1993 where he joined the independent financial advisory (IFA) arm of Jardine as a ‘senior financial adviser’.

After four years with Jardine David accepted a new challenge with world top ten accounting firm Horwath, as ‘Managing Director’ of Horwath Financial Services Limited. During the following 10 years he established the company as a high quality bespoke IFA, culminating in 2008 with the sale of the business to Australia’s largest IFA, Professional Investment Services.

David remains as Managing Director of the company and following the sale he has been able to delegate various administrative tasks enabling him to focus on client relationships.