Robert Negri Financial Planner Report

Name:
Robert Negri

Rep Number:
000302739

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-09-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000488036

Controlled By:

Appointed By
Name:
Wisdom Wealth Pty Ltd

Licence Number:
000488036

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business BBus (Accounting)
La Trobe University
Bachelor of Economics BEc
FPA
CFP Certification
FINSIA
Grad Diploma in Applied Finance and Investments
FINSIA
Grad Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)