Financial Adviser · MULGRAVE, VIC

Robby John Southall

30 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001233740

Robby John Southall is a financial adviser based in Mulgrave, Victoria, with 30 years of experience in the financial services industry. Robby is currently authorised under Fiducian Financial Services Pty Ltd. Robby holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Robby holds a Advanced Diploma Financial Planning from Tribeca. Robby is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Robby is able to provide financial advice in all knowledge areas of financial planning BUT SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Advanced Diploma Financial Planning

Tribeca

Registration History

Fiducian Financial Services Pty Ltd

Aug 2007 - Present Current

Robby is able to provide financial advice in all knowledge areas of financial planning BUT SMSF.

Source: ASIC Financial Advisers Register