Financial Adviser
· MOORABBIN, VIC
Robert Mark Pertich
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279595
Robert Mark Pertich is a financial adviser based in Moorabbin, Victoria, with 22 years of experience in the financial services industry. Robert is currently authorised under Interprac 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 Bachelor of Economics from La Trobe University. Robert is a member of CPA Australia (CPA).
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
1994
Bachelor of Economics
La Trobe University
1995
Certified Practising Accountant
Australian Society of CPAs
2018
Diploma of Financial Planning
Kaplan Professional
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register