Rohan Serrao

Rohan Serrao

Rohan Serrao is a Partner and Senior Investment Advisor based in the Partners Wealth Group Sydney office. Prior to joining Partners, Rohan was a Senior Client Advisor at Credit Suisse Wealth Management in Sydney and Melbourne, where he managed relationships with high-net worth, family group and not-for-profit clients, providing highly tailored advice to them on all aspects of their wealth and asset management, investment strategy, and private banking.

His private wealth career experience also includes time at JBWere as Head of Research Sales. Prior to pivoting to private wealth, Rohan spent 15 years in institutional equity sales and trading at Macquarie Group and Nomura. Complementing a career to date at top tier institutions, Rohan holds a Masters degree in Applied Finance from Macquarie Business School, with a focus on investment management and alternative assets.

Over his 20-year career, Rohan has advised and invested on behalf of institutional and private clients across equities, fixed-income, foreign exchange, managed funds and alternative assets and brings extensive knowledge and experience to his role at Partners Wealth Group.