ROBERT DI FELICE
Financial Adviser · Hobart, TAS
📚 Qualifications & Training
2008 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Tasmania
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Margin Lending - Other - Kaplan Professional
2014 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2018 - Certified Financial Planner - Professional Designations - FPA
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
Financial Planning Association (FPA) - Certified Financial Planner
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.