Financial Adviser · CROYDON, VIC

Robert Klaus Rollfink

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000331941

Currently at

Sydney, NSW

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Robert Klaus Rollfink is a financial adviser based in Croydon, Victoria, with 16 years of experience in the financial services industry since 2010. Robert is currently authorised under Wealth Today, operating through Rockfeather 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 Bachelor of Business (Accounting & Commercial Law) from Victoria University. Robert is a member of CPA Australia (CPA).

Authorised to Advise On

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

Restrictions: Superannuation Authorisation excludes Self-Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business (Accounting & Commercial Law)

Victoria University

2005

Diploma of Financial Planning

Mentor Education

2013

Diploma of Finance & Mortgage Broking Management

AAMC Training Group

Registration History

Wealth Today Pty Ltd

Oct 2010 - Present Current

Superannuation Authorisation excludes Self-Managed Superannuation Funds advice

Source: ASIC Financial Advisers Register