PETER ROBOTIS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2021 - Financial Adviser Exam - Other - FASEA
2022 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2024 - Economic and Legal Context for Financial Planning - Bachelor Honours Degree (AQF 8) - Kaplan
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2025 - Tax for Financial Advising - Other - Kaplan
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.