Robert Graham
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313210
- Location
- Subiaco WA 6008
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 24 April 2012
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2007); Advanced Diploma of Financial Planning, Mentor Education (2015); Ethics and Professionalism in Financial Advice, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not Authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Graham
Robert Graham is a financial adviser in Subiaco, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000313210.
Robert provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. That authorisation dates from 24 April 2012.
According to the register, Robert first provided financial advice in 2007. The qualifications listed for Robert include Diploma of Financial Services (Financial Planning) (Mentor Education, 2007), Advanced Diploma of Financial Planning (Mentor Education, 2015) and Ethics and Professionalism in Financial Advice (Kaplan, 2023). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not Authorised to provide SMSF advice.”
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Questions people ask
Is Robert Graham a registered financial adviser?
Yes. Robert Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313210.
Which licensee does Robert Graham work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Robert Graham give advice on?
The register lists these advice areas: superannuation; 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: "Not Authorised to provide SMSF advice."