Financial Adviser · PARRAMATTA, NSW

Robert Napoletano

PARRAMATTA, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000241984

Currently at

Fiscal Asset Management

Parramatta, NSW (firm address)

View firm profile

About Robert Napoletano

Robert Napoletano is a financial adviser based in Parramatta, New South Wales, with 23 years of experience in the financial services industry since 2003. Robert is currently authorised under Fiscal Asset Management. Robert holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Robert holds a DIPLOMA FINANCIAL PLANNING RG146 from SECURITES INSTITUTE FINANCIAL SERVICES.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

DIPLOMA FINANCIAL PLANNING RG146

SECURITES INSTITUTE FINANCIAL SERVICES

Registration History

Fiscal Asset Management Pty Ltd

Mar 2015 - Present Current

OXBREY DEALER GROUP PTY LTD

Feb 2012 - Apr 2013 Ceased

Sfgw Pty Ltd

May 2011 - Feb 2012 Ceased

AGC FINANCIAL SERVICES PTY. LTD.

May 2010 - Dec 2010 Ceased

GPL (VIC) PTY LTD

Feb 2003 - May 2010 Ceased

Source: ASIC Financial Advisers Register