Financial Adviser · PYMBLE, NSW

Robert Warry

PYMBLE, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000309389

Currently at

Goal Financial Services

Melbourne, VIC (firm address)

View firm profile

Robert Warry is a financial adviser based in Pymble, New South Wales, with 25 years of experience in the financial services industry since 2001. Robert is currently authorised under Capstone Financial Planning, operating through Goal Financial Services. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca. 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

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2009

ASX Listed Products Accreditation Course

LPAC Online

2010

Margin Lending and Geared Investments

Kaplan Professional

2017

Accredited Aged Care Professional

Aged Care Steps

Registration History

Capstone Financial Planning Pty Ltd

Jun 2019 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

Dec 2018 - Jun 2019 Ceased

SECURITOR FINANCIAL GROUP PTY LIMITED

Aug 2013 - Dec 2018 Ceased

Westpac Banking Corporation

Jan 2001 - Aug 2013 Ceased

Source: ASIC Financial Advisers Register