Financial Adviser
· PERTH, WA
Robert Mervyn Jackson
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260098
Robert Mervyn Jackson is a financial adviser based in Perth, Western Australia, with 31 years of experience in the financial services industry. Robert is currently authorised under Canaccord Genuity Financial Limited. 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 FINSIA and 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
Authorised to provide tax financial advice services
Qualifications and Training
2003
Certified Financial Planner
Financial Planning Association
2004
Diploma of Financial Planning
Financial Planning Association
2011
Margin Lending
Stockbrokers Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2021
Relevant Provider Exam
FASEA