Financial Adviser · GINGIN, WA

Robert Wearne

GINGIN, WA

31 Years experience

Tax advice
authorised

ASIC Registered · ADV 000244559

Licensee

Synchron Advice

Sydney, NSW (licence address on ASIC register)

View licensee

About Robert Wearne

Robert Wearne is a financial adviser based in Gingin, Western Australia, with 31 years of experience in the financial services industry since 1995. Robert is currently authorised under Synchron Advice. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Ltd.

Authorised to Advise On

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

Restrictions: Superannuation authorisation excludes Self-Managed Superannuation Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2004

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2004

Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2024

Accredited Aged Care Professional

Aged Care Steps

Registration History

Synchron Advice Pty Ltd

Jul 2006 - Present Current

Superannuation authorisation excludes Self-Managed Superannuation Funds.

Source: ASIC Financial Advisers Register