Financial Adviser
· SYDNEY, NSW
Robert Greig
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234019
Robert Greig is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Robert is currently authorised under Apt Wealth Partners. 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 Master of Financial Planning from Kaplan. 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Diploma of Financial Planning
Kaplan
2014
Advanced Diploma of Financial Planning
Kaplan
2017
Master of Financial Planning
Kaplan
2018
Certificate in Self-Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan