Financial Adviser
· MAWSON LAKES, SA
Robert Rocco Daniele
No disciplinary history on record with ASIC
MAWSON LAKES,
SA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001265605
Robert Rocco Daniele is a financial adviser based in Mawson Lakes, South Australia, with 8 years of experience in the financial services industry since 2018. Robert is currently authorised under Cobalt Advisers, operating through Rr 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 Commerce (Accounting) from The University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Monarch Institute
2017
Bachelor of Commerce (Accounting)
The University of Adelaide
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Specialist SMSF Online Learning Modules
SuperConcepts / University of Adelaide
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register