Financial Adviser
· WEST MELBOURNE, VIC
Robert James Reid
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271840
Robert James Reid is a financial adviser based in West Melbourne, Victoria, with 8 years of experience in the financial services industry. Robert is currently authorised under Wealth Services Partners 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 Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce
Deakin University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Self Managed Super Funds and Taxation
Kaplan Professional
Registration History
Superannuation: Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register