Robert Rocco Daniele
Financial Adviser in Modbury, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265605
- Location
- Modbury SA 5092
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 1 March 2024
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Monarch Institute (2016); Bachelor of Commerce (Accounting), The University of Adelaide (2017); Advanced Diploma of Financial Planning, Kaplan Professional (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Specialist SMSF Online Learning Modules, SuperConcepts / University of Adelaide (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Rocco Daniele
On the Financial Advisers Register kept by ASIC, Robert Rocco Daniele appears as a current financial adviser in Modbury, South Australia, adviser number 001265605.
Robert provides advice as an authorised representative of Cobalt Advisers Pty Ltd, which holds Australian financial services licence 512550. The current authorisation started on 1 March 2024.
According to the register, Robert first provided financial advice in 2018. Qualifications and training on file include Diploma of Financial Planning (Monarch Institute, 2016), Bachelor of Commerce (Accounting) (The University of Adelaide, 2017) and Advanced Diploma of Financial Planning (Kaplan Professional, 2018).
Robert is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
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Questions people ask
Is Robert Rocco Daniele a registered financial adviser?
Yes. Robert Rocco Daniele is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265605.
Which licensee does Robert Rocco Daniele work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Robert Rocco Daniele give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.