Robert Whitehurst

University of Western Australia Graduate | Bachelor of Politics, Philosophy and Economics | Master of Financial Planning

Perth, Western Australia, Australia

About

I am an experienced Investment Analyst with a strong academic and professional foundation in economics, financial planning, and investment strategy. I hold a Bachelor’s in Politics, Philosophy & Economics (UWA) and I am currently completing a Master’s in Financial Planning. I have hands-on experience in portfolio construction, asset allocation, performance reporting, and compliance, while also engaging directly with clients in the delivery of tailored investment and financial planning strategies. I also contributed to the development of model portfolios that outperformed leading industry funds. I thrive in dynamic, collaborative environments and I am a motivated, resourceful, and analytical team player with interpersonal and communication skills.

Experience

  • Shadforth Financial Group Ltd (Perth, WA · On-site)
    • Associate Advisor
      Apr 2026 - Present · 4 mos

    • Private Wealth Client Manager
      Oct 2025 - Mar 2026 · 6 mos

  • Member - UWA Academic Board at The University of Western Australia
    Jan 2023 - Dec 2023 · 1 yr

  • UWA Student Representative at Student Voice Australasia
    Jan 2023 - Dec 2023 · 1 yr

  • UWA Student Guild (2 yrs 5 mos)
    • Chair of Guild Council
      Dec 2022 - Dec 2023 · 1 yr 1 mo

      While working as Chair of the Guild Council, I preside over the regulations and by-laws of the UWA Student Guild, ensuring that the Statute Book is constantly reviewed and that UWA Student Guild members and all Departments remain compliant. As Chair of the Guild Council, I also sit on Guild committees: - Chair of Election Culture Committee - Chair of Governance Committee - Member of the Alumni Engagement Committee - Member of the Strategic Resources Committee My role entails the following: - Chairing all meetings of the Guild Council, with the Guild Council consisting of all elected Student Representatives. - Ensuring that the meetings run smoothly and that every voice is heard. - Updating and reviewing all regulations and the by-laws of the UWA Student Guild, including all divisions, which may include; commercial, marketing and promotions, communications, representation, events, volunteering, counselling, and catering. - Keeping the Statute Book up to date.

    • Residential Students’ Department President
      Oct 2021 - Nov 2022 · 1 yr 2 mos

      The University of Western Australian Student Guild is a not for profit membership organisation which has over 22,000 members. The organisation's divisions include; commercial, marketing and promotions, communications, representation, events, volunteering, counseling, and catering. Organisation membership of over 22,000 students (97% of all campus students) Turnover $11million p.a. Over 130 employees

    • Residential Students' Department Fresher Representative
      Aug 2021 - Oct 2021 · 3 mos

      The RSD exists as a conduit between the University, the Guild and the colleges, as well as between the colleges themselves. We aim to create a more vibrant inclusive community across college row, with a greater participatory culture. This is achieved through hosting a range of cultural, social and academic events with the college community at UWA.

  • Residential Advisor at University Hall, UWA
    Dec 2021 - Dec 2023 · 2 yrs 1 mo

    I'm in charge of weekly check-ins on a floor of residents at University Hall. Managing floor money and organising engaging floor events for residents is a key responsibility of being a residential advisor at University Hall. Completing this rewarding role allows me to continue to be immersed in the college community whilst undertaking studies. Being a Residential Advisor helped me develop many skills, such as: - Teamwork - Student engagement - Event planning - Skill Development - Event Management - Resource Management - Microsoft Excel - Creating an including and welcoming community