Robert Warry
Financial Adviser in Pymble, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309389
- Location
- Pymble NSW 2073
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 22 June 2019
- First provided advice
- 2001
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Diploma of Financial Services (Financial Planning), Tribeca (2004); ASX Listed Products Accreditation Course, LPAC Online (2009); Margin Lending and Geared Investments, Kaplan Professional (2010); Accredited Aged Care Professional, Aged Care Steps (2017)
- 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 Warry
Robert Warry is a financial adviser in Pymble, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000309389.
The licensee Robert advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 22 June 2019.
The register records 2001 as the year Robert first provided financial advice. The qualifications listed for Robert include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2004) and ASX Listed Products Accreditation Course (LPAC Online, 2009). 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 Warry a registered financial adviser?
Yes. Robert Warry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309389.
Which licensee does Robert Warry work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Robert Warry 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.