Peter Robotis
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006498
- Location
- Melbourne VIC 3000
- Licensee
- Australian Executor Trustees Limited (AFSL 240023)
- Authorised since
- 28 January 2025
- First provided advice
- 2005
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan (2020); Financial Adviser Exam, FASEA (2021); SMSF Specialist Adviser, SMSF Association (2022); Economic and Legal Context for Financial Planning, Kaplan (2024); Master of Financial Planning, Kaplan Higher Education (2024); Tax for Financial Advising, Kaplan (2025)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Robotis
Peter Robotis is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001006498.
Peter provides advice as an authorised representative of Australian Executor Trustees Limited, which holds Australian financial services licence 240023. The current authorisation started on 28 January 2025.
The register records 2005 as the year Peter first provided financial advice. The qualifications listed for Peter include Graduate Diploma of Financial Planning (Kaplan, 2020), Financial Adviser Exam (FASEA, 2021) and SMSF Specialist Adviser (SMSF Association, 2022). Professional memberships recorded: SMSF Association.
Peter is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Peter Robotis a registered financial adviser?
Yes. Peter Robotis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006498.
Which licensee does Peter Robotis work under?
Australian Executor Trustees Limited, Australian financial services licence 240023.
What can Peter Robotis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds.