ROBERT WARRY

Financial Adviser ยท Macquarie Park, NSW

Registered

Registration Number

000309389

Registration Status

Registered

Location

Macquarie Park, NSW 2113

Providing Advice Since

2001

Registration Date

22/06/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

๐Ÿ“š Qualifications & Training

2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2009 - ASX Listed Products Accreditation Course - Other - LPAC Online
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2017 - Accredited Aged Care Professional - - Aged Care Steps

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.