ROBERT JOHN DE LEPERVANCHE
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & Training
1991 - Bachelor of Agricultural Economics - Bachelor Degree (AQF 7) - University of Sydney
2001 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2014 - Self Managed Superannuation Funds - Other - Mentor Education
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional Education
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
🏢 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.