Financial Adviser
· SYDNEY, NSW
Robert Leo Ackermann
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001273296
Robert Leo Ackermann is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Robert is currently authorised under Morgan Stanley Wealth Management Australia Pty Ltd. Robert holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Master of Commerce in Professional Accounting from The University of New South Wales.
Authorised to Advise On
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Restrictions: Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Qualifications and Training
1999
Bachelor of Business in Hotel Management
Southern Cross University
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2007
Master of Commerce in Professional Accounting
The University of New South Wales
2011
Margin Lending and Geared Investments
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register