Financial Adviser
· EAST TOOWOOMBA, QLD
Robert Bruce Franklin
No disciplinary history on record with ASIC
EAST TOOWOOMBA,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000390463
About Robert Bruce Franklin
Robert Bruce Franklin is a financial adviser based in East Toowoomba, Queensland, with 16 years of experience in the financial services industry since 2010. Robert is currently authorised under McS Financial Planning, operating through McConachie Stedman Financial Planning. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Master of Personal Financial Planning from The University of Southern Queensland. Robert is a member of FINSIA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Economics
University of New England
2003
Master of Personal Financial Planning
The University of Southern Queensland
2010
Margin Lending Tier 1
Deakin Prime Corporate Education
2013
Diploma of Finance and Mortgage Broking Management
Kaplan
2016
SMSF Retirement Essentials
The University of Adelaide
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
HENDERSON MATUSCH PTY LTD
Providing credit assistance and credit services by way of a credit contract or consumer lease.
Source: ASIC Financial Advisers Register