Financial Adviser · DEAKIN, ACT

Robert John Smith-saarinen

34 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000254386

Robert John Smith-saarinen is a financial adviser based in Deakin, Australian Capital Territory, with 34 years of experience in the financial services industry. Robert is currently authorised under Akumin Financial Planning Pty Limited. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Self Managed Superannuation Funds from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2009

Certificate IV Financial Services (Finance/Mortgage Broking)

Mortgage & Finance Association of Australia (MFAA)

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2009 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register