Robert Porte
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000248007
- Location
- Sydney NSW 2000
- Licensee
- Gill and Co Advisory Pty Ltd (AFSL 551560)
- Authorised since
- 1 July 2026
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Advice Association of Australia Limited (1997); Diploma of Financial Markets, Securities Institute (1999); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); SMSF Specialist Advisor Program, SMSF Association Ltd (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2012); Accredited Listed Product Adviser Program, Kaplan Education Pty Limited (2014); Graduate Diploma of Applied Tax Law, The Tax Institute (2022); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); Chartered Tax Adviser
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Porte
Robert Porte is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000248007).
The licensee Robert advises under is Gill and Co Advisory Pty Ltd (AFS licence 551560). The current authorisation started on 1 July 2026.
The register records 2001 as the year Robert first provided financial advice. The qualifications listed for Robert include Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1997), Diploma of Financial Markets (Securities Institute, 1999) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011). Robert is recorded as a member of CFP – Certified Financial Planner (FPA) and Chartered Tax Adviser.
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 Porte a registered financial adviser?
Yes. Robert Porte is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000248007.
Which licensee does Robert Porte work under?
Gill and Co Advisory Pty Ltd, Australian financial services licence 551560.
What can Robert Porte give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.