ROBERT NEGRI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1990 - Bachelor of Economics BEc - - La Trobe University
1996 - Bachelor of Business BBus (Accounting) - - RMIT
2003 - Grad Diploma in Applied Finance and Investments - - FINSIA
2004 - Grad Diploma of Financial Planning - - FINSIA
2014 - CFP Certification - - FPA
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.