Robert Klaus Rollfink
Financial Adviser in Croydon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000331941
- Location
- Croydon VIC 3136
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 14 October 2010
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accounting & Commercial Law), Victoria University (2002); Diploma of Financial Planning, Mentor Education (2005); Diploma of Finance & Mortgage Broking Management, AAMC Training Group (2013)
- Memberships
- CPA Australia (CPA)
- 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
- Superannuation Authorisation excludes Self-Managed Superannuation Funds advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Klaus Rollfink
Robert Klaus Rollfink is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Croydon, Victoria (adviser number 000331941).
The licensee Robert advises under is Wealth Today Pty Ltd (AFS licence 340289). That authorisation dates from 14 October 2010.
The register records 2010 as the year Robert first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting & Commercial Law) (Victoria University, 2002), Diploma of Financial Planning (Mentor Education, 2005) and Diploma of Finance & Mortgage Broking Management (AAMC Training Group, 2013). Professional memberships recorded: CPA Australia (CPA).
Robert is authorised to advise 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: “Superannuation Authorisation excludes Self-Managed Superannuation Funds advice.”
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Questions people ask
Is Robert Klaus Rollfink a registered financial adviser?
Yes. Robert Klaus Rollfink is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000331941.
Which licensee does Robert Klaus Rollfink work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Robert Klaus Rollfink 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: "Superannuation Authorisation excludes Self-Managed Superannuation Funds advice."