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:
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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