Robert Castro
EVEREST PARTNERS PRIVATE WEALTH MANAGEMENT PTY LTD · Sydney NSW 2000 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001002642
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative EVEREST PARTNERS PRIVATE WEALTH MANAGEMENT PTY LTD (no. 001278026)Since 29 January 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJan 2024 – presentALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative EVEREST PARTNERS PRIVATE WEALTH MANAGEMENT PTY LTD (no. 001278026)
- CEASEDSep 2019 – Jan 2024A.C.N. 603 037 510 PTY LTD · AFSL 494274Through authorised representative EVEREST PARTNERS PRIVATE WEALTH MANAGEMENT PTY LTD (no. 001278026)
- CEASEDFeb 2018 – Aug 2019MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDOct 2005 – Jan 2018HSBC BANK AUSTRALIA LIMITED · AFSL 232595
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Self Managed Superannuation Funds
Kaplan Professional · 2012
Certified Financial Planner
Financial Planning Association · 2010
Margin Lending and Geared Investments
Kaplan Professional · 2010
Graduate Diploma of Financial Planning
Securities Institute · 2005
Bachelor of Business
University of Technology, Sydney · 2000
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Robert Castro claims the profile.
Reviews
Not yet reviewed
No client has reviewed Robert Castro on Souffle yet.
Contacting Robert Castro
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
EVEREST PARTNERS PRIVATE WEALTH MANAGEMENT PTY LTD
Authorised by ALLIANCE WEALTH PTY LTD · AFSL 449221
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Robert Castro claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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