Financial Adviser
· SYDNEY, NSW
Robert Porte
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000248007
Robert Porte is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry. Robert is currently authorised under Wealth Today 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 Graduate Diploma of Applied Tax Law from The Tax Institute. Robert is a member of CFP - Certified Financial Planner (FPA) and Chartered Tax Adviser.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning
Financial Advice Association of Australia Limited
1999
Diploma of Financial Markets
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
SMSF Specialist Advisor Program
SMSF Association Ltd
2012
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2014
Accredited Listed Product Adviser Program
Kaplan Education Pty Limited
2022
Graduate Diploma of Applied Tax Law
The Tax Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register