Robert Lipman – Financial Adviser
Adviser identifying number: 1000965
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988
Name of the licence holder: LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence number: 234972
Licensee’s ABN: 81070454787
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIPMAN BURGON AND PARTNERS PTY LIMITED
Authorised Representative identifying number: 234972
Authorised Representative’s ABN: 81070454787
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: Chartered Accountant – Institute of Chartered Accountants Australia
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
Robert Lipman is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility