Financial Adviser · HAWTHORN, VIC

Robert James Devlin

HAWTHORN, VIC
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004914
Currently at
Hawthorn, VIC (firm address)

Robert James Devlin is a financial adviser based in Hawthorn, Victoria, with 12 years of experience in the financial services industry since 2014. Robert is currently authorised under My Dedicated Advisory. 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 International Business from La Trobe University. 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of International Business
La Trobe University
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan
2014
Accredited Listed Product Adviser Program
Kaplan
2015
928 Margin Lending
- Kaplan
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Jul 2019 - Present Current
Dec 2014 - Jul 2019 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register