Financial Adviser
· HILLARYS, WA
Robert Rocca
No disciplinary history on record with ASIC
HILLARYS,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000458026
Robert Rocca is a financial adviser based in Hillarys, Western Australia, with 15 years of experience in the financial services industry since 2011. Robert is currently authorised under Core Wealth Group. 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 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
2005
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2010
Graduate Certificate in Finance
Charles Sturt University
2014
Self Managed Superannuation Funds
Kaplan
2017
Margin Lending Personal Advice
Kaplan Professional Education
2019
Graduate Diploma of financial planning
Kaplan