Bob Backer – Financial Adviser
Adviser identifying number: 1005049
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: MACQUARIE EQUITIES LIMITED
Licence number: 237504
Licensee’s ABN: 41002574923
Licence controlled by: MACQUARIE GROUP LIMITED
The date the Financial Adviser commenced the appointment: 27/10/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MACQUARIE EQUITIES LIMITED
Authorised Representative identifying number: 000237504
Authorised Representative’s ABN: 41002574923
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:
- Deposit Products and Non-Cash payments – Financial Education Professionals
- Financial Planning Principles and Practice – Wealth Creation – Securities Institute of Australia
- Policy Statement 146 Knowledge Assessment – Securities, Derivatives – Tribeca
- RG146 – Securities, Derivatives, Margin Lending – Financial Education Professionals
- Risk Management – Tribeca
Relevant memberships of professional bodies or industry associations: SMSF Association
Bob Backer 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
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility