Robert Elias Makdissi – Financial Adviser

Adviser identifying number: 1006222
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 30/03/2010
The date the Financial Adviser ceased the appointment: 22/11/2012
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:

• Bachelor of Business – Victoria University of Technology
• Graduate Diploma in Applied Finance and Investment – Kaplan Professional Education
• Margin Lending Accreditation Program – Stockbrokers Association of Australia
• SDIA Accreditation Program Assessment – Securities & Derivatives Industry Association

Relevant memberships of professional bodies or industry associations:

Robert Elias Makdissi is authorised to provide advices on following products: