Financial Adviser
· MELBOURNE, VIC
Robert Negri
No disciplinary history on record with ASIC
MELBOURNE,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302739
Robert Negri is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Robert is currently authorised under Wisdom 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 CFP from FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1990
Bechelor of Economics
La Trobe University
1996
Bacehelor of Business ( Accounting)
RMIT
2003
Grad Dip in Finance and Investments
FINSIA
2004
Grad Diploma in Financial Planning
FINSIA
2014
CFP
FAAA
Registration History
Source: ASIC Financial Advisers Register