Robert Greig
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234019
- Location
- Sydney NSW 2000
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 16 October 2017
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan (2013); Advanced Diploma of Financial Planning, Kaplan (2014); Master of Financial Planning, Kaplan (2017); Certificate in Self-Managed Superannuation Funds, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Greig
On the Financial Advisers Register kept by ASIC, Robert Greig appears as a current financial adviser in Sydney, New South Wales, adviser number 001234019.
The licensee Robert advises under is Apt Wealth Partners Pty Ltd (AFS licence 436121). That authorisation dates from 16 October 2017.
The register records 2015 as the year Robert first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2013), Advanced Diploma of Financial Planning (Kaplan, 2014) and Master of Financial Planning (Kaplan, 2017). Professional memberships recorded: 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 8 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 Greig a registered financial adviser?
Yes. Robert Greig is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234019.
Which licensee does Robert Greig work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can Robert Greig 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.