Financial Adviser
· MELBOURNE, VIC
Peter Robotis
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006498
Peter Robotis is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Peter is currently authorised under Australian Executor Trustees Limited, operating through Australian Executor Trustees. Peter holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Peter's qualifications include a Master of Financial Planning from Kaplan Higher Education. Peter is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Financial Adviser Exam
FASEA
2022
SMSF Specialist Adviser
SMSF Association
2024
Economic and Legal Context for Financial Planning
Kaplan
2024
Master of Financial Planning
Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan