Brigid Robertson – Financial Adviser

Adviser identifying number: 1001293
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: WILSONS ADVISORY AND STOCKBROKING LIMITED
Licence number: 238375
Licensee’s ABN: 68010529665
Licence controlled by: PINNACLE INVESTMENT MANAGEMENT GROUP LIMITED [Date Ceased: 29/02/2016] ~ WILSONS HOLDING COMPANY PTY LTD

The date the Financial Adviser commenced the appointment: 08/02/2013
The date the Financial Adviser ceased the appointment: 19/02/2016
Name of the Authorised Representative: WILSONS ADVISORY AND STOCKBROKING LIMITED
Authorised Representative identifying number: 000238375
Authorised Representative’s ABN: 68010529665

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:

  • Margin Lending and Geared Investments – Kaplan Education
  • RMIT / SDIA Superannuation Module – RMIT / SDIA
  • SDIA Accreditation Program Assessment – SDIA / Deakin

Relevant memberships of professional bodies or industry associations:

Brigid Robertson is authorised to provide advices on following products: