Financial Adviser
· ST LEONARDS, NSW
Robert Wolski
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337372
Robert Wolski is a financial adviser based in St Leonards, New South Wales, with 17 years of experience in the financial services industry. Robert is currently authorised under Count Financial Limited. 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 (CFP) from Financial Planning Association of Australia (FPA). 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
2007
Bachelor of Arts (Psychology)
Macquarie University
2008
The Securities & Derivatives Industry Association (SDIA) Accreditation Program
Deakin University
2009
DFS Module 4 Wealth Creation & Retirement Planning
ThreeSixty
2009
Graduate Diploma Applied Finance (Financial Planning)
Kaplan Australia
2012
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)