Robert Wolski
Financial Adviser in St Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337372
- Location
- St Leonards NSW 2065
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 13 December 2023
- First provided advice
- 2009
- Qualifications
- Bachelor of Arts (Psychology), Macquarie University (2007); The Securities & Derivatives Industry Association (SDIA) Accreditation Program, Deakin University (2008); DFS Module 4 Wealth Creation & Retirement Planning, ThreeSixty (2009); Graduate Diploma Applied Finance (Financial Planning), Kaplan Australia (2009); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2012)
- 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 Wolski
Robert Wolski is listed on ASIC’s Financial Advisers Register as a current financial adviser based in St Leonards, New South Wales (adviser number 000337372).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 13 December 2023.
According to the register, Robert first provided financial advice in 2009. Qualifications and training on file include Bachelor of Arts (Psychology) (Macquarie University, 2007), The Securities & Derivatives Industry Association (SDIA) Accreditation Program (Deakin University, 2008) and DFS Module 4 Wealth Creation & Retirement Planning (ThreeSixty, 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 Wolski a registered financial adviser?
Yes. Robert Wolski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337372.
Which licensee does Robert Wolski work under?
Count Financial Limited, Australian financial services licence 227232.
What can Robert Wolski 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.