Dan John Robertson – Financial Adviser

Adviser identifying number: 245169
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 01/01/2002
The date the Financial Adviser ceased the appointment: 02/04/2012
Name of the Authorised Representative: DAN JOHN ROBERTSON
Authorised Representative identifying number: 000245169
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:

• ALPA – Kaplan
• Diploma of Finance/Mortgage Broking – AAMC
• Margin Lending and Geared Investments – Kaplan
• SMSF – Tribeca

Relevant memberships of professional bodies or industry associations:

Dan John Robertson is authorised to provide advices on following products: