Robert Farr
Financial Adviser in Hornsby, New South Wales, Australia
Review Robert Farr
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000231616
- Location
- Hornsby NSW 2077
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 26 March 2020
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, UTS (1987); Chartered Accountant, Institute of Chartered Accountants (1989); Diploma of Financial Planning, FPA (1998); Margin Lending & Geared Investments, Kaplan Professional (2010); SMSF Specialist Adviser, Self-Managed Super Fund Association (2012); Ethics and Professionalism in Financial Advice, Kaplan (2021)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association - SMSF Specialist Advisor (SSA)
- 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
- Restriction
- No Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Farr
Robert Farr is a financial adviser in Hornsby, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000231616.
The licensee Robert advises under is Avalonfs Pty Ltd (AFS licence 437518). That authorisation dates from 26 March 2020.
The register records 1999 as the year Robert first provided financial advice. The qualifications listed for Robert include Bachelor of Business (UTS, 1987), Chartered Accountant (Institute of Chartered Accountants, 1989) and Diploma of Financial Planning (FPA, 1998). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association – SMSF Specialist Advisor (SSA).
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “No Margin Lending.”
Reviews
Nobody has reviewed Robert Farr here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Robert Farr a registered financial adviser?
Yes. Robert Farr is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000231616.
Which licensee does Robert Farr work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Robert Farr 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. It also records this restriction: "No Margin Lending."