Financial Adviser
· NOTTING HILL, VIC
Robyn Van Rooy
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003334
Robyn Van Rooy is a financial adviser based in Notting Hill, Victoria, with 23 years of experience in the financial services industry. Robyn is currently authorised under Arco Financial Services 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 Association 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
2006
Advanced Diploma of Financial Planning
Kaplan Professional Education
2006
Self Managed Superannuation Fund(SMSF 1:Core Principles)
Kaplan Education Pty Ltd (Formerly Tribeca Learning Australia Pty Ltd)
2009
Certified Financial Planner
Financial Planning Association of Australia
2017
Accredited Aged Care Professional
Aged Care Steps
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register