ROBERT GREIG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Diploma of Financial Planning - - Kaplan
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
2018 - Certificate in Self-Managed Superannuation Funds - - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.