Financial Adviser · BELLA VISTA, NSW

Roberto Marra

BELLA VISTA, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000454528

Currently at

Advice Assist Australia

South Melbourne, VIC (firm address)

View firm profile

About Roberto Marra

Roberto Marra is a financial adviser based in Bella Vista, New South Wales, with 12 years of experience in the financial services industry since 2014. Roberto is currently authorised under Advice Assist Australia. Roberto holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Roberto's qualifications include a Bachelor of Commerce (Accounting) from University of Western Sydney. Roberto is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and National Tax and Accountants Association (NTAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce (Accounting)

University of Western Sydney

2001

CPA Program

CPA Australia Pty Ltd

2024

PC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Advice Assist Australia Pty Ltd

May 2022 - Present Current

Consilium Advice Pty Ltd

Apr 2019 - May 2022 Ceased

Premium Advisory Pty Ltd

Sep 2018 - Apr 2019 Ceased

Advice in Securities - Limited to Model Portfolios

DOVER FINANCIAL ADVISERS PTY LTD

Mar 2014 - Jul 2018 Ceased

Source: ASIC Financial Advisers Register