Financial Adviser · SUTHERLAND, NSW

Robert John Gothard

SUTHERLAND, NSW
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000343024
Currently at
Sydney, NSW (firm address)

Robert John Gothard is a financial adviser based in Sutherland, New South Wales, with 30 years of experience in the financial services industry since 1996. Robert is currently authorised under Consultum Financial Advisers. 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 Graduate Diploma Financial Planning from Western Sydney 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

1999
Diploma in Financial Markets
FINSIA
2000
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2010
Margin Lending
MLC ThreeSixty
2021
Graduate Diploma Financial Planning
Western Sydney University
2025
Accredited Aged Care Professional
Aged Care Steps

Registration History

Jun 2021 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Jan 2010 - May 2021 Ceased
Nov 1994 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register