Robert David Lurie
Financial Adviser in Stirling, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328430
- Location
- Stirling WA 6021
- Licensee
- Chalice Nominees Pty. Ltd. (AFSL 246305)
- Authorised since
- 1 August 2008
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services, Tribeca (2008); Advanced Diploma of Financial Planning, Kaplan (2012)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert David Lurie
Robert David Lurie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Stirling, Western Australia (adviser number 000328430).
The licensee Robert advises under is Chalice Nominees Pty. Ltd. (AFS licence 246305). The current authorisation started on 1 August 2008.
The register records 2008 as the year Robert first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Tribeca, 2008) and Advanced Diploma of Financial Planning (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Robert is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Robert David Lurie a registered financial adviser?
Yes. Robert David Lurie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328430.
Which licensee does Robert David Lurie work under?
Chalice Nominees Pty. Ltd., Australian financial services licence 246305.
What can Robert David Lurie give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.