Financial Adviser · HOBART, TAS

Robert Di Felice

12 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000457420

Robert Di Felice is a financial adviser based in Hobart, Tasmania, with 12 years of experience in the financial services industry. Robert is currently authorised under Financial Index Australia 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 from FPA. Robert is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Excluding LRBA's

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Business

University of Tasmania

2013

Advanced Diploma of Financial Planning

Kaplan Professional

2014

Margin Lending

Kaplan Professional

2014

Self-Managed Superannuation Funds

Kaplan Professional

2018

Certified Financial Planner

FPA

2021

Ethics & Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Financial Index Australia Pty Ltd

Jun 2023 - Present Current

Excluding LRBA's

Findex Advice Services Pty Ltd

Oct 2019 - Present Current

Excluding LRBA's

Commonwealth Financial Planning Limited

Aug 2016 - Sep 2019 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Charter Financial Planning Limited

May 2015 - Sep 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

GENESYS WEALTH ADVISERS PTY LIMITED

May 2014 - May 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register