Financial Adviser · DONCASTER, VIC

Robert Michael Switkowski

DONCASTER, VIC

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000252559

Licensee

Charter Financial Planning Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Robert Michael Switkowski

Robert Michael Switkowski is a financial adviser based in Doncaster, Victoria, with 23 years of experience in the financial services industry since 2003. Robert works at Charter Financial Planning, which is licensed through Charter Financial Planning Limited. 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 Advanced Diploma of Financial Services (Financial Planning) from ThreeSixty.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Advanced Diploma of Financial Services (Financial Planning)

ThreeSixty

2025

Commercial Law

Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

GWM ADVISER SERVICES PTY LTD

Aug 2006 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register