ROBERT GEOFFREY PERKS-HEWITT
Financial Adviser · Perth, WA
📚 Qualifications & Training
2007 - Diploma Financial Planning LIFE INSURANCE - - GWM ADVICE EDUCATION
2009 - Diploma Financial Planning - - FINANCIAL PLANNING ADVICE - - GWM Advice Education
2009 - Diploma Financial Planning GENERAL INSURANCE - - GWM Advice Education
2011 - Diploma Financial Planning - DERIVATIVES & SECURITIES - - AAMC TRAINING GROUP
2011 - Diploma Financial Planning - SUPERANNUATION & MANAGED INVESTMENTS - - AAMC TRAINING GROUP
2021 - FASEA FINANCIAL ADVISER EXAM - Other - FA624534
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.