Financial Adviser
· STIRLING, WA
Robert David Lurie
No disciplinary history on record with ASIC
STIRLING,
WA
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328430
Practice
Stirling, WA (practice address on ASIC register)
Licensed through Chalice Nominees
About Robert David Lurie
Robert David Lurie is a financial adviser based in Stirling, Western Australia, with 18 years of experience in the financial services industry since 2008. Robert works at JST Capital, which is licensed through Chalice Nominees. 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 Planning from Kaplan. Robert is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services
Tribeca
2012
Advanced Diploma of Financial Planning
Kaplan