Financial Adviser · MOORABBIN, VIC

Robert Mark Pertich

MOORABBIN, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000279595

Currently at

Systema Financial Services

Brighton, VIC (firm address)

View firm profile

About Robert Mark Pertich

Robert Mark Pertich is a financial adviser based in Moorabbin, Victoria, with 22 years of experience in the financial services industry since 2004. Robert is currently authorised under Spark Advisors Australia, operating through Systema Financial Services. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's 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

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

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

Spark Advisors Australia Pty Ltd

Jun 2026 - Present Current

Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Interprac Financial Planning Pty Ltd

Oct 2022 - May 2026 Ceased

Nextplan Financial Pty Ltd

Dec 2018 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register