Robert Perri
Financial Adviser in Warrawong, New South Wales, Australia
Review Robert Perri
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001000118
- Location
- Warrawong NSW 2502
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 31 August 2026
- First provided advice
- 2015
- Qualifications
- Bachelor of Economics, The Australian National University (1991); Certified Practising Accountant, CPA Australia (1995); FNS50610 Diploma of Financial Planning, Kaplan Professional (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2025)
- Memberships
- CPA Australia (CPA)
- 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 Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Perri
Robert Perri is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warrawong, New South Wales (adviser number 001000118).
Robert provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 31 August 2026.
According to the register, Robert first provided financial advice in 2015. The qualifications listed for Robert include Bachelor of Economics (The Australian National University, 1991), Certified Practising Accountant (CPA Australia, 1995) and FNS50610 Diploma of Financial Planning (Kaplan Professional, 2014). Robert is recorded as a member of CPA Australia (CPA).
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 Superannuation Funds (SMSF).”
Reviews
Nobody has reviewed Robert Perri here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Robert Perri a registered financial adviser?
Yes. Robert Perri is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000118.
Which licensee does Robert Perri work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Robert Perri 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 Superannuation Funds (SMSF)."