Roberto Malu
Financial Adviser in Stirling, Western Australia, Australia
Review Roberto Malu
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000330378
- Location
- Stirling WA 6021
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 19 June 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Management and Marketing), Curtin University (2007); Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Planning, Mentor Education (2016); Tax for Financial Advising, Kaplan Education Pty Ltd (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Roberto Malu
Roberto Malu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Stirling, Western Australia (adviser number 000330378).
Roberto provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. The current authorisation started on 19 June 2020.
The register records 2008 as the year Roberto first provided financial advice. The qualifications listed for Roberto include Bachelor of Commerce (Management and Marketing) (Curtin University, 2007), Diploma of Financial Services (Financial Planning) (Mentor Education, 2008) and Advanced Diploma of Financial Planning (Mentor Education, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Roberto Malu here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Roberto Malu a registered financial adviser?
Yes. Roberto Malu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000330378.
Which licensee does Roberto Malu work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Roberto Malu 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.