Financial Adviser
· SYDNEY, NSW
Robert Ivanovski
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309024
Robert Ivanovski is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Robert is currently authorised under Sentry Advice 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 Bachelor of Business (Finance/Banking) from Charles Stut University. 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
1997
Bachelor of Business (Finance/Banking)
Charles Stut University
2007
Diploma of Financial Services (Financial Planning)
Finsia
2011
Specialist Knowledge in Self Managed Superannuation Funds
International Institute of Technology
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register