Financial Adviser
· COCKBURN CENTRAL, WA
Paul Robertson
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003619
Paul Robertson is a financial adviser based in Cockburn Central, Western Australia, with 21 years of experience in the financial services industry. Paul is currently authorised under Sentry Advice Pty Ltd. Paul 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 (Economics and Finance) from Curtin University. Paul 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
1999
Bachelor of Commerce (Economics and Finance)
Curtin University
2003
Graduate Diploma of Financial Planning
Securities Institute
2008
Advanced Strategies for Self Managed Superannuation
ThreeSixty
2010
Margin Lending
MLC
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register