Financial Adviser
· BROWNS PLAINS, QLD
Mervin Willy Robert
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278536
Mervin Willy Robert is a financial adviser based in Browns Plains, Queensland, with 11 years of experience in the financial services industry. Mervin is currently authorised under Pac Financial Pty. Ltd.. Mervin 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 Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
RG146-Tier 1 Specialist Risk Management
International Institute of Technology
2016
Diploma of Financial Planning
International Institute of Technology
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Advice on superannuation excludes self managed superannuation funds
AUSTPLAN PTY LTD
Not authorised to provide Self Managed Superannuation advice
Not authorised to provide Self Managed Superannuation advice
FINANCIAL STEWARDS PTY LTD
ADVAMODE FINANCIAL PTY LTD
Source: ASIC Financial Advisers Register