Robert Galey
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003282
- Location
- Sydney NSW 2000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 17 September 2019
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Self Managed Superannuation Fund Adviser Education Program, Financial Essentials (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Galey
Robert Galey is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003282.
Robert provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 17 September 2019.
The register records 2003 as the year Robert first provided financial advice. The qualifications listed for Robert include Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006), Self Managed Superannuation Fund Adviser Education Program (Financial Essentials, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Robert is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is Robert Galey a registered financial adviser?
Yes. Robert Galey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003282.
Which licensee does Robert Galey work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Robert Galey 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: "This authorised representative is only authorised to give class of product advice in relation to Securities."