Financial Adviser
· MELBOURNE, VIC
Peter Robotis
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006498
Licensee
Melbourne, VIC (licence address on ASIC register)
About Peter Robotis
Peter Robotis is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Peter works at Australian Executor Trustees, which is licensed through Australian Executor Trustees Limited. Peter holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Peter's qualifications include a Master of Financial Planning from Kaplan Higher Education. Peter is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Financial Adviser Exam
FASEA
2022
SMSF Specialist Adviser
SMSF Association
2024
Economic and Legal Context for Financial Planning
Kaplan
2024
Master of Financial Planning
Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan