ROBERT LEO ACKERMANN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Business in Hotel Management - Bachelor Degree (AQF 7) - Southern Cross University
2001 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2007 - Master of Commerce in Professional Accounting - Masters Degree (AQF 9) - The University of New South Wales
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.