Financial Adviser
· WEST PERTH, WA
Robert Alan Mccaw
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270297
Robert Alan Mccaw 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 Capital Partners Consulting. 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 Master of Financial Planning from Kaplan. 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
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Master of Financial Planning
Kaplan