Data sourced from ASIC Financial Advisers Register
Financial Adviser · ARMIDALE, NSW

Robert Edward Pollard

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000431152

Robert Edward Pollard is a financial adviser based in Armidale, New South Wales, with 14 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 Graduate Diploma in Finance Management from University of New England.

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

1988
Economics I
University of Queensland
1990
Resource Economics I
University of Queensland
1999
Graduate Diploma in Finance Management
University of New England
2005
Graduate Diploma (ICAA)
Institute of Chartered Accountants Australia (ICAA)
2012
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Nov 2012 - 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