Financial Adviser
· SYDNEY, NSW
Robert Gavin Shears
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296264
Robert Gavin Shears 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 Valor Financial Group 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 Standards Board. 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
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Tribeca Learning
2006
Advanced Diploma of Financial Planning
Tribeca Learning
2006
SMSF Adviser Education Program
Financial Essentials
2010
Certified Financial Planner
Financial Planning Standards Board
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register