Financial Adviser
· WEST PERTH, WA
Robert Tawil
No disciplinary history on record with ASIC
WEST PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272082
Currently at
West Perth, WA (firm address)
About Robert Tawil
Robert Tawil is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Robert is currently authorised under Vwm Financial Services, operating through The Trustee For Vantage Wealth Management Unit Trust. 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 Certification Program from Financial Planning Association of Australia. Robert is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
Bachelor of Economics
University of Western Australia
2015
FNS50611 Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2016
CFP Certification Program
Financial Planning Association of Australia
2016
Commercial Law
Kaplan Higher Education
2016
Tax for Financial Advising
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education