Financial Adviser
· STIRLING, WA
Roberto Malu
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330378
Roberto Malu is a financial adviser based in Stirling, Western Australia, with 18 years of experience in the financial services industry. Roberto is currently authorised under Synchron Advice Pty Ltd. Roberto 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 (Management and Marketing) from Curtin 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
2007
Bachelor of Commerce (Management and Marketing)
Curtin University
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2016
Advanced Diploma of Financial Planning
Mentor Education
2025
Tax for Financial Advising
Kaplan Education Pty Ltd
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register