Financial Adviser
· PORT MACQUARIE, NSW
Robert John De Lepervanche
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250347
Robert John De Lepervanche is a financial adviser based in Port Macquarie, New South Wales, with 30 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 Certified Financial Planner from Financial Planning Association of Australia Limited. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Agricultural Economics
University of Sydney
2001
Certified Financial Planner
Financial Planning Association of Australia Limited
2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2014
Self Managed Superannuation Funds
Mentor Education
2018
Accredited Listed Product Adviser Program
Kaplan Professional Education
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register