ROBERT RICH
Financial Adviser · Chadstone, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (ACC & MKG) - Bachelor Degree (AQF 7) - Swinburne University
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2016 - DFP - - Monarch Institute
2021 - Certified Financial Planner - Professional Designations - FPA
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Certified Financial Planner
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.