Robert John Wynan – Financial Adviser

Adviser identifying number: 1006525
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: FOCUSED FINANCIAL ADVICE PTY LTD
Licence number: 286219
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/05/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FOCUSED FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 286219
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 (Acccounting & Computing majors) – Northern Rivers CAE
  • Diploma of Financial Planning – Deakin University
  • Diploma of Mortgage Broking – Kaplan

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Financial Planning Association of Australia (FPA)
  • Mortgage & Finance Association of Australia (MFAA)
  • Taxpayers Australia

Robert John Wynan 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