Robert Gangi
Financial Adviser in North Essendon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433902
- Location
- North Essendon VIC 3041
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 28 November 2019
- First provided advice
- 2000
- Qualifications
- Business Law BBL131, Victoria University (1991); Law of Organisations BBL231, Victoria University (1992); Bachelor of Business (Accounting), Victoria University (1994); Personal Financial Planning and Superannuation, CPA Australia (1998); Certified Practicing Accountant Program, CPA Australia (2001); Certified Financial Planner, Financial Planning Association (2004); Diploma of Financial Services (Financial Planning), The Commonwealth Bank of Australia (2004); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA) - Certified Practising Accountant; Financial Advice Association of Australia (FAAA); Financial Planning Association of Australia (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
- 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 Gangi
On the Financial Advisers Register kept by ASIC, Robert Gangi appears as a current financial adviser in North Essendon, Victoria, adviser number 000433902.
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 28 November 2019.
According to the register, Robert first provided financial advice in 2000. Qualifications and training on file include Business Law BBL131 (Victoria University, 1991), Law of Organisations BBL231 (Victoria University, 1992) and Bachelor of Business (Accounting) (Victoria University, 1994). Robert is recorded as a member of CPA Australia (CPA) – Certified Practising Accountant, Financial Advice Association of Australia (FAAA) and Financial Planning Association of Australia (FPA) – Certified Financial Planner.
The authorisation covers advice 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.
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 Gangi a registered financial adviser?
Yes. Robert Gangi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433902.
Which licensee does Robert Gangi work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Robert Gangi 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: "This authorised representative is only authorised to give class of product advice in relation to Securities."