ROBERT JOHN GOTHARD

Financial Adviser · Sutherland, NSW

Registered

Registration Number

000343024

Registration Status

Registered

Location

Sutherland, NSW 2232

Providing Advice Since

1996

Registration Date

26/01/2010

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

1999 - Diploma in Financial Markets - Diploma (AQF 5) - FINSIA
2000 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2010 - Margin Lending - Other - MLC ThreeSixty
2021 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University
2025 - Accredited Aged Care Professional - Professional Designations - 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.