Robert John Purcell – Financial Adviser

Adviser identifying number: 1000436
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: NOVATAX PTY. LIMITED
Licence number: 227043
Licensee’s ABN: 57003811854
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOVATAX PTY. LIMITED
Authorised Representative identifying number: 227043
Authorised Representative’s ABN: 57003811854

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 Commerce – University of Newcastle
• Certified Financial Planner (CFP) – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Estate Planning 6 Day Course – University of Technology Sydney
• Qualified Chartered Accountant – Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

Robert John Purcell 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