ROBERT JOHN GRIGG

Financial Adviser ยท Sandringham, VIC

Registered

Registration Number

000237157

Registration Status

Registered

Location

Sandringham, VIC 3191

Providing Advice Since

2003

Registration Date

01/07/2005

Financial Services Licensee

SENTRY FINANCIAL SERVICES PTY LTD

Licence #000286786

ABN (Australian Business Number)

67063488633

๐Ÿ“š Qualifications & Training

1988 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
1994 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2004 - Advanced Diploma in Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Deakin
2013 - Self Managed Superannuation Funds - - Kaplan
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.