Robert Gavin Shears
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296264
- Location
- Sydney NSW 2000
- Licensee
- Valor Financial Group Pty Ltd (AFSL 405452)
- Authorised since
- 8 August 2011
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Planning, Tribeca Learning (2005); Advanced Diploma of Financial Planning, Tribeca Learning (2006); SMSF Adviser Education Program, Financial Essentials (2006); Certified Financial Planner, Financial Planning Standards Board (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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Gavin Shears
Robert Gavin Shears is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000296264).
Advice is given under the Australian financial services licence of Valor Financial Group Pty Ltd, licence number 405452. The current authorisation started on 8 August 2011.
According to the register, Robert first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Planning (Tribeca Learning, 2005), Advanced Diploma of Financial Planning (Tribeca Learning, 2006) and SMSF Adviser Education Program (Financial Essentials, 2006). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 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 Gavin Shears a registered financial adviser?
Yes. Robert Gavin Shears is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296264.
Which licensee does Robert Gavin Shears work under?
Valor Financial Group Pty Ltd, Australian financial services licence 405452.
What can Robert Gavin Shears 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; foreign exchange contracts.