Financial Adviser · CAMPBELLTOWN, NSW

Roberto Larrondo

15 Years experience
Tax advice
authorised
Currently at
Merrylands West, NSW
ASIC Registered · ADV 000401278

Roberto Larrondo is a financial adviser based in Campbelltown, New South Wales, with 15 years of experience in the financial services industry. Roberto is currently authorised under Avalonfs Pty Ltd. Roberto 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 Masters of Applied Finance from Kaplan Professional. Roberto is a member of CFP - Certified Financial Planner (FPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Economics
UWS
2006
Diploma of Financial Services (Financial Planning)
Mentor Education
2012
Masters of Applied Finance
Kaplan Professional
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Professional

Registration History

Jul 2024 - Present Current
Mar 2021 - Jun 2024 Ceased
Jul 2014 - Feb 2021 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Mar 2011 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register