Financial Adviser
· SYDNEY, NSW
Robert Hubbard
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005507
Robert Hubbard is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Robert is currently authorised under Jbwere Ltd. Robert holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Master of Applied Finance from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Bond University
2008
Graduate Diploma in Applied Finance and Investment (Historical SIA/FINSIA)
Kaplan Higher Education Pty Ltd
2009
Master of Applied Finance
Kaplan Higher Education Pty Ltd
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register