Robert Rocca
Financial Adviser in Hillarys, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000458026
- Location
- Hillarys WA 6025
- Licensee
- Core Wealth Group Pty Ltd (AFSL 535023)
- Authorised since
- 20 January 2022
- First provided advice
- 2011
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2005); Graduate Certificate in Finance, Charles Sturt University (2010); Self Managed Superannuation Funds, Kaplan (2014); Margin Lending Personal Advice, Kaplan Professional Education (2017); Graduate Diploma of financial planning, Kaplan (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Rocca
Robert Rocca is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hillarys, Western Australia (adviser number 000458026).
The licensee Robert advises under is Core Wealth Group Pty Ltd (AFS licence 535023). That authorisation dates from 20 January 2022.
The register records 2011 as the year Robert first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Graduate Certificate in Finance (Charles Sturt University, 2010) and Self Managed Superannuation Funds (Kaplan, 2014). 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 9 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 Rocca a registered financial adviser?
Yes. Robert Rocca is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000458026.
Which licensee does Robert Rocca work under?
Core Wealth Group Pty Ltd, Australian financial services licence 535023.
What can Robert Rocca 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; standard margin lending.