Robert Barrese – Financial Adviser
Adviser identifying number: 1243889
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KING & WHITTLE WEALTH MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 1243390
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 – Victoria University
- Certified Practising Accountant – CPA Australia
- RG146 – AAMC Training Group
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Tax Practitioners Board
Robert Barrese is authorised to provide advices on following products:
- Superannuation