Financial Adviser
· CHADSTONE, VIC
Robert Rich
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246349
Robert Rich is a financial adviser based in Chadstone, Victoria, with 10 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 Certified Financial Planner from FPA. Robert is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (ACC & MKG)
Swinburne University
2016
Advanced Diploma of Financial Planning
Monarch Institute
2016
DFP
Monarch Institute
2021
Certified Financial Planner
FPA
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan