Robert Di Felice
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000457420
- Location
- Hobart TAS 7000
- Licensee
- Financial Index Australia Pty Ltd (AFSL 240559); Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 19 June 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, University of Tasmania (2008); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Margin Lending, Kaplan Professional (2014); Self-Managed Superannuation Funds, Kaplan Professional (2014); Certified Financial Planner, FPA (2018); Ethics & Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Excluding LRBA's
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Di Felice
Robert Di Felice is a financial adviser in Hobart, Tasmania, listed on the Financial Advisers Register kept by ASIC under adviser number 000457420.
Robert provides advice as an authorised representative of Financial Index Australia Pty Ltd, which holds Australian financial services licence 240559. The register also lists Findex Advice Services Pty Ltd (licence 243253). That authorisation dates from 19 June 2023.
According to the register, Robert first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business (University of Tasmania, 2008), Advanced Diploma of Financial Planning (Kaplan Professional, 2013) and Margin Lending (Kaplan Professional, 2014). Robert is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excluding LRBA’s.”
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Questions people ask
Is Robert Di Felice a registered financial adviser?
Yes. Robert Di Felice is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000457420.
Which licensee does Robert Di Felice work under?
Financial Index Australia Pty Ltd, Australian financial services licence 240559 and Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Robert Di Felice give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Excluding LRBA's."