Financial Adviser
· PORT MACQUARIE, NSW
Robert Anthony Reid
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000345494
Robert Anthony Reid is a financial adviser based in Port Macquarie, New South Wales, with 16 years of experience in the financial services industry. Robert is currently authorised under Ri Advice Group 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 Master of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Finsia
2011
Advanced Diploma of Financial Services (Financial Planning)
MLC Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Master of Financial Planning
Kaplan
Registration History
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