Financial Adviser
· MELBOURNE, VIC
Robert Negri
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302739
Robert Negri is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry. Robert is currently authorised under Wisdom Wealth 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 CFP Certification from FPA.
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
1990
Bachelor of Economics BEc
La Trobe University
1996
Bachelor of Business BBus (Accounting)
RMIT
2003
Grad Diploma in Applied Finance and Investments
FINSIA
2004
Grad Diploma of Financial Planning
FINSIA
2014
CFP Certification
FPA
Registration History
Source: ASIC Financial Advisers Register