Financial Adviser
· MELBOURNE, VIC
Robyn Marie Mears
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263545
Robyn Marie Mears is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Robyn is currently authorised under Interprac Financial Planning Pty Ltd. Robyn 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 Financial Planning Assoication of Australia. Robyn 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Certified Financial PLanner
Financial Planning Assoication of Australia
2007
Advanced Diploma of Financial Services (Superannuation) FNS 60504
ASFA Professional Development
2010
Margin Lending And Geared Investments
Kaplan
2013
LRS Life Risk Specialist
Financial Planning Association of Australia
2018
Accredited Aged Care Professional
Aged Care Steps
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
A.C.N. 116 900 362 LIMITED
SHACKLETON SOUTH PTY LIMITED
A.C.N. 055 796 211 LIMITED
Source: ASIC Financial Advisers Register