Financial Adviser
· SYDNEY, NSW
Robert Castro
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002642
Robert Castro is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Robert is currently authorised under Alliance Wealth 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. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business
University of Technology, Sydney
2005
Graduate Diploma of Financial Planning
Securities Institute
2010
Certified Financial Planner
Financial Planning Association
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional