ROBERT ADIE
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2014 - Diploma of Financial Planning - - Monarch Institute
2015 - Advanced Diploma of Financial Planning - - Mentor Education Pty Ltd
2018 - Certificate IV in Finance and Mortgage Broking - - Mentor Education Pty Ltd
2024 - Tax for Financial Advising - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.