ROBERT JAMES GILMOUR
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce - - ANU
1999 - Bachelor of Laws - - ANU
2014 - Diploma of Financial Planning FNS50611 - - Kaplan Professional Education
2014 - Masters of Applied Finance - - Kaplan Professional Education
2018 - Magin Lending Adviser (Personal Advice) - - Mentor Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
The Law Society of NSW
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.