Robert William South
Financial Adviser in Rockhampton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269066
- Location
- Rockhampton QLD 4700
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 8 November 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan (2018); Graduate Certificate in Financial Planning, Kaplan (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan (2021)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert William South
Robert William South is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rockhampton, Queensland (adviser number 001269066).
Robert provides advice as an authorised representative of Morgans Financial Limited, which holds Australian financial services licence 235410. That authorisation dates from 8 November 2018.
The register records 2018 as the year Robert first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan, 2018), Graduate Certificate in Financial Planning (Kaplan, 2019) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Robert William South a registered financial adviser?
Yes. Robert William South is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269066.
Which licensee does Robert William South work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Robert William South give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.