Robert Negri – Financial Adviser

Adviser identifying number: 302739
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: WISDOM WEALTH PTY LTD
Licence number: 488036
Licensee’s ABN:
Licence controlled by: Robert NEGRI

The date the Financial Adviser commenced the appointment: 01/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WISDOM WEALTH PTY LTD
Authorised Representative identifying number: 488036
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Business BBus (Accounting) – RMIT
• Bachelor of Economics BEc – La Trobe University
• CFP Certification – FPA
• Grad Diploma in Applied Finance and Investments – FINSIA
• Grad Diploma of Financial Planning – FINSIA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Robert Negri is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility