Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

Robert Sawyer Petrie

30 Years experience
Tax advice
authorised
Currently at
First Financial Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001233567

Robert Sawyer Petrie is a financial adviser based in Melbourne, Victoria, with 30 years of experience in the financial services industry. Robert is currently authorised under First Financial 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 (CFP) from Financial Planning Association of Australia. Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Deakin University
2002
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2020
Graduate Diploma of Financial Planning
Kaplan

Registration History

First Financial Pty Ltd
Nov 2024 - Present Current
Margin Lending
Akambo Pty Ltd
Nov 2020 - Nov 2024 Ceased
Exclusions: No Derivatives or Margin Lending
Shadforth Financial Group Limited
Jul 2015 - Aug 2020 Ceased
Can advise on Superannuation except for Self Managed Superannuation Funds
Commonwealth Financial Planning Limited
Oct 2003 - Apr 2009 Ceased

Source: ASIC Financial Advisers Register