Financial Adviser
· PYMBLE, NSW
Robert Warry
No disciplinary history on record with ASIC
PYMBLE,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309389
Practice
Pymble, NSW (practice address on ASIC register)
Licensed through Capstone Financial Planning
About Robert Warry
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 works at Goal Financial Services, which is licensed through Capstone Financial Planning. 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
SECURITOR FINANCIAL GROUP PTY LIMITED
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register