Financial Adviser · MELBOURNE, VIC

Robert Craig Agnew

40 Years experience
ASIC Registered · ADV 001245277

Robert Craig Agnew is a financial adviser based in Melbourne, Victoria, with 40 years of experience in the financial services industry. Robert is currently authorised under Bell Potter Securities Limited. Robert holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Bachelor of Economics from Monash University.

Authorised to Advise On

Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

1989
Bachelor of Economics
Monash University
2001
Paraplanning Course
Integratec Paraplanning Pty Ltd
2002
Accredited Derivatives Adviser
- ASX
2002
Investment Planning 1
Integratec Paraplanning Pty Ltd
2011
Margin Lending & Geared Investments
Kaplan Professional Education

Registration History

Jun 2016 - Present Current
Aug 2013 - Jun 2016 Ceased
Feb 1995 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register