Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH ESSENDON, VIC

Robert Gangi

26 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000433902

Robert Gangi is a financial adviser based in North Essendon, Victoria, with 26 years of experience in the financial services industry. Robert is currently authorised under Capstone 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 Certified Financial Planner from Financial Planning Association. Robert is a member of CPA Australia (CPA) - Certified Practising Accountant, Financial Advice Association of Australia (FAAA) and Financial Planning Association of Australia (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

1991
Business Law BBL131
Victoria University
1992
Law of Organisations BBL231
Victoria University
1994
Bachelor of Business (Accounting)
Victoria University
1998
Personal Financial Planning and Superannuation
CPA Australia
2001
Certified Practicing Accountant Program
CPA Australia
2004
Certified Financial Planner
Financial Planning Association
2004
Diploma of Financial Services (Financial Planning)
The Commonwealth Bank of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Nov 2019 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Commonwealth Financial Planning Limited
Feb 2013 - Nov 2019 Ceased
Not authorised to provide personal advice on Margin Lending
Commonwealth Financial Planning Limited
Oct 2003 - Jan 2013 Ceased

Source: ASIC Financial Advisers Register