HomeFinancial AdvisersRobert William Llewelyn – Financial Adviser

Robert William Llewelyn – Financial Adviser

Adviser identifying number: 248770
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 19/07/2016
The date the Financial Adviser ceased the appointment: 12/08/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Diploma of Financial Planning – Financial Planning Association of Australia
  • Diploma of Financial Planning – International Institute of Technology
  • Self Managed Super Funds – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • CFP ? Certified Financial Planner (FPA)
  • Financial Planning Association (FPA) – Certified Financial Planner

Robert William Llewelyn is authorised to provide advices on following products:

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