ROBERT MARK PERTICH
Financial Adviser · Moorabbin, VIC
📚 Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
1995 - Certified Practising Accountant - Professional Designations - Australian Society of CPAs
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
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.