Robert Jeselnik
Financial Adviser in Niddrie, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002972
- Location
- Niddrie VIC 3042
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 January 2022
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Financial Planning), RMIT (2006)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (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
- The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Jeselnik
On the Financial Advisers Register kept by ASIC, Robert Jeselnik appears as a current financial adviser in Niddrie, Victoria, adviser number 001002972.
Robert provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 17 January 2022.
The register records 2010 as the year Robert first provided financial advice. The qualifications listed for Robert include Bachelor of Business (Financial Planning) (RMIT, 2006). Robert is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Robert is authorised to advise 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.
A further restriction is recorded on the register: “The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF).”
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Questions people ask
Is Robert Jeselnik a registered financial adviser?
Yes. Robert Jeselnik is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002972.
Which licensee does Robert Jeselnik work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Robert Jeselnik 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: "The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)."