About Me

Rafi has more than fourteen years of experience in the financial services industry, with a background in economic policy and analysis. After completing a Bachelor of Economics degree, he commenced his career at the corporate services firm Boardroom, where he was responsible for managing relationships with top 100 ASX-listed companies and overseeing the project management of executive share and remuneration programs.

In 2017, Rafi became the first employee to join Escala Sydney and worked closely with senior advisors who set up the firm. Throughout his tenure at the firm, Rafi has gained extensive experience in managing investment portfolios and corporate tax structures and is a member of our Bond Desk and our Direct Investment Group.

Rafi provides tailored advice to individuals, family offices, and not-for-profit organisations, consistently achieving quality return outcomes for a diverse range of financial objectives. His role involves developing investment strategies that align with each client’s goals while leveraging the expertise of our investment analyst team. This collaborative approach ensures his clients receive comprehensive financial guidance.

Rafi also holds a Master of Applied Finance and a Graduate Diploma in Financial Planning, qualifications that complement his practical experience and underpin his commitment to providing high-quality, research-driven advice.