Financial Adviser · SYDNEY, NSW

Robert Gavin Shears

SYDNEY, NSW

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000296264

Currently at

Valor Private Wealth

Sydney, NSW (firm address)

View firm profile

About Robert Gavin Shears

Robert Gavin Shears is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Robert is currently authorised under Valor Financial Group, operating through Valor 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 Certified Financial Planner from Financial Planning Standards Board. Robert is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Planning

Tribeca Learning

2006

Advanced Diploma of Financial Planning

Tribeca Learning

2006

SMSF Adviser Education Program

Financial Essentials

2010

Certified Financial Planner

Financial Planning Standards Board

Registration History

Valor Financial Group Pty Ltd

Aug 2011 - Present Current

WESTERN PACIFIC FINANCIAL GROUP PTY LTD

Dec 2005 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register