ROBERT NEGRI (Adviser# 000302739) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 1, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT NEGRI |
| Adviser Number | 000302739 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000488036 WISDOM WEALTH PTY LTD |
| Licence Controlled By | Robert NEGRI |
| Adviser Start Date | 2016-09-01 |
| Appointing Representative Name | WISDOM WEALTH PTY LTD |
| Appointing Representative Number | 000488036 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business BBus (Accounting) | RMIT |
| Bachelor of Economics BEc | La Trobe University |
| CFP Certification | FPA |
| Grad Diploma in Applied Finance and Investments | FINSIA |
| Grad Diploma of Financial Planning | FINSIA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000488036 |
WISDOM WEALTH PTY LTD
Licence controlled by: Robert NEGRI |
2016-09-01 - | WISDOM WEALTH PTY LTD |
| 000278161 | THE COMPLETE PLANNER PTY LTD | 2008-04-04 - 2016-09-01 | THE COMPLETE PLANNER PTY LTD |
| Licence Name | WISDOM WEALTH PTY LTD |
| Licence Number | 000488036 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.