Financial Adviser · MIDDLE PARK, QLD

Robert P De Martini

41 Years experience
Tax advice
authorised
ASIC Registered · ADV 000256620

Robert P De Martini is a financial adviser based in Middle Park, Queensland, with 41 years of experience in the financial services industry. Robert is currently authorised under Lifespan 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 Superannuation and Retirement Planning from University of Technology. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002
Superannuation and Retirement Planning
University of Technology
2003
Policy Statement 146 Knowledge Assessment
University of Technology
2011
Margin Lending and Geared Investments
Kaplan

Registration History

Sep 2023 - Present Current
NEXTGEN FINANCIAL GROUP PTY LTD
Feb 2004 - Aug 2023 Ceased

Source: ASIC Financial Advisers Register