Financial Adviser · SYDNEY, NSW

Robert James Gilmour

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000411191

Robert James Gilmour is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. Robert is currently authorised under Wealth Simplicity 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 Masters of Applied Finance from Kaplan Professional Education. Robert is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and The Law Society of NSW.

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

1999

Bachelor of Commerce

ANU

1999

Bachelor of Laws

ANU

2014

Diploma of Financial Planning FNS50611

Kaplan Professional Education

2014

Masters of Applied Finance

Kaplan Professional Education

2018

Magin Lending Adviser (Personal Advice)

Mentor Education

Registration History

Wealth Simplicity Group Pty Ltd

Jul 2019 - Present Current

Sira Group Pty Ltd

Jun 2018 - Jul 2019 Ceased

DOVER FINANCIAL ADVISERS PTY LTD

Jul 2014 - Jun 2018 Ceased

DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED

Sep 2011 - May 2014 Ceased

Source: ASIC Financial Advisers Register