Yonatan Rotem

Yonatan Rotem photo (1)
  • 0398242777

Bachelor Business (Banking & Finance), Grad Cert Data Analytics, Dip Financial Planning

My role as the Client Services Manager of Calibre Private Wealth Advisers (CPWA) is to work closely with the Principal and Associate Advisers, overseeing the implementation of the advice provided to our clients, as well as preparing detailed reports for client meetings, and being a point of contact for our clients. I enjoy assisting our clients and simplifying processes and complexities they may encounter, while providing solid business support and inquisitive reporting for our advice team. In my spare time, I enjoy exploring new cuisines and restaurants, attending music concerts, hiking in nature, playing guitar, and watching football.


“Tomorrow belongs to those who can hear it coming.”
- David Bowie