Financial Adviser
· ROCKHAMPTON, QLD
Robert William South
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269066
Robert William South is a financial adviser based in Rockhampton, Queensland, with 8 years of experience in the financial services industry. Robert is currently authorised under Morgans Financial Limited. Robert holds authorisations to advise on superannuation, managed investments, securities and deposit products, 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
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Diploma of Financial Planning
Kaplan
2019
Graduate Certificate in Financial Planning
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan