Anna-marie Robertshaw – Financial Adviser

Adviser identifying number: 254369
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: MASLOW DRIVE PTY LTD
Licence number: 478935
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BLUEPRINT ADVISORY SERVICES PTY LTD
Authorised Representative identifying number: 344562
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:

• Diploma of Financial Planning – Financial Planning Association & Deakin University
• Diploma of Financial Services (Financial Planning) – Financial Services Training & Assessment Pty Ltd
• Margin Lending – GWM Adviser Services Limited

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Anna-marie Robertshaw is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility