Toby Roberts

Account Manager – Private Clients

Every day I am talking to our clients, sharing insights about our funds, markets and how we can assist them compound their wealth.
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ABOUT Toby

Account Manager – Private Clients

Bachelor of Commerce (Finance), ASIC Regulation Guide 146 accredited

Toby joined Montgomery Investment Management in October 2019.

Prior to this, Toby worked as a Distribution Partner at Colonial First State for two and a half years. Toby holds a Bachelor of Commerce (Finance) from the Australian National University.

For private client enquiries, contact Toby on (02) 8046 5000, or by email


Chairman and Chief Investment Officer
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Chief Executive Officer
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Head of Distribution
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Portfolio Manager and Head of Fundamental Research
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Portfolio Manager
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Portfolio Manager
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Head of Communications
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National Account Manager
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National Account Manager
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National Account Manager
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Head of Operations
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Communications Coordinator
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Account Manager – Private Clients
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Joint Portfolio Manager
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Have a question? Chat to one of our team members today.

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David Buckland
Chief Executive Officer
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Toby Roberts
Account Manager – Private Clients
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