Andrew Robards – Financial Adviser

Adviser identifying number: 259591
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/04/2008
The date the Financial Adviser ceased the appointment: 28/02/2015
Name of the Authorised Representative: ROBARDS WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 000325120
Authorised Representative’s ABN: 69130216447

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:

  • Bachelor of Economics – University of New England
  • Cert IV Financial Services (Finance/Mortgage Broking) – PLAN Connect
  • Diploma of Financial Planning – Securities Institute
  • Margin Lending and Geared Investments – Kaplan
  • Tax (Financial) Adviser Registration Certificate – Tax Practitioners Board

Relevant memberships of professional bodies or industry associations:

  • Finance Brokers Association of Australia Limited (FBAA)
  • Financial Planning Association of Australia (FPA)

Andrew Robards is authorised to provide advices on following products: