Financial Adviser
· NORTH SYDNEY, NSW
Robert Adie
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255734
About Robert Adie
Robert Adie is a financial adviser based in North Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Robert is currently authorised under Dimension Advice, operating through Cube Private Wealth. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Monarch Institute
2015
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2018
Certificate IV in Finance and Mortgage Broking
Mentor Education Pty Ltd
2024
Tax for Financial Advising
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register