Financial Adviser
· GREENWICH, NSW
Robert Bruno Lattanzi
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000463988
Robert Bruno Lattanzi is a financial adviser based in Greenwich, New South Wales, with 23 years of experience in the financial services industry. Robert is currently authorised under Libertas Wealth Consulting Pty Ltd. 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 Diploma of Financial Services (Financial Planning) from Integratec. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Services (Financial Planning)
Integratec
2013
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2017
Graduate Certificate of Financial Planning
Griffith University
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register