Financial Adviser
· TAMWORTH, NSW
Robert James Wright
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263537
Robert James Wright is a financial adviser based in Tamworth, New South Wales, with 23 years of experience in the financial services industry. Robert is currently authorised under Capstone Financial Planning 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). 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
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
Registration History
Source: ASIC Financial Advisers Register