Financial Adviser · SYDNEY, NSW

Robert Galey

23 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001003282

Robert Galey is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry. Robert is currently authorised under Capstone Financial Planning 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2009

Self Managed Superannuation Fund Adviser Education Program

Financial Essentials

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending and Geared Investments

Kaplan Professional Education

Registration History

Capstone Financial Planning Pty Ltd

Sep 2019 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

SECURITOR FINANCIAL GROUP PTY LIMITED

Mar 2016 - Sep 2019 Ceased

Westpac Banking Corporation

Feb 2004 - Mar 2016 Ceased

Source: ASIC Financial Advisers Register