Robyn Van Rooy
Financial Adviser in Notting Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003334
- Location
- Notting Hill VIC 3168
- Licensee
- Arco Financial Services Pty Ltd (AFSL 530960)
- Authorised since
- 1 September 2021
- First provided advice
- 2003
- Qualifications
- Advanced Diploma of Financial Planning, Kaplan Professional Education (2006); Self Managed Superannuation Fund(SMSF 1:Core Principles), Kaplan Education Pty Ltd (Formerly Tribeca Learning Australia Pty Ltd) (2006); Certified Financial Planner, Financial Planning Association of Australia (2009); Accredited Aged Care Professional, Aged Care Steps (2017); Ethics & Professionalism in Financial Advice, Kaplan Higher Education (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2020)
- 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 Robyn Van Rooy
Robyn Van Rooy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Notting Hill, Victoria (adviser number 001003334).
Advice is given under the Australian financial services licence of Arco Financial Services Pty Ltd, licence number 530960. The current authorisation started on 1 September 2021.
The register records 2003 as the year Robyn first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning (Kaplan Professional Education, 2006), Self Managed Superannuation Fund(SMSF 1:Core Principles) (Kaplan Education Pty Ltd (Formerly Tribeca Learning Australia Pty Ltd), 2006) and Certified Financial Planner (Financial Planning Association of Australia, 2009). Robyn is recorded as a member of 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 Robyn Van Rooy a registered financial adviser?
Yes. Robyn Van Rooy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003334.
Which licensee does Robyn Van Rooy work under?
Arco Financial Services Pty Ltd, Australian financial services licence 530960.
What can Robyn Van Rooy 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.