Dan John Robertson – Financial Adviser
Adviser identifying number: 245169
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000
Name of the licence holder: FORTNUM PRIVATE WEALTH LTD
Licence number: 357306
Licensee’s ABN: 54139889535
Licence controlled by: FORTNUM PRIVATE WEALTH LTD
The date the Financial Adviser commenced the appointment: 06/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FORTNUM PRIVATE WEALTH LTD
Authorised Representative identifying number: 000357306
Authorised Representative’s ABN: 54139889535
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:
- ALPA – Kaplan
- Diploma of Finance/Mortgage Broking – AAMC
- Margin Lending and Geared Investments – Kaplan
- SMSF – Tribeca
Relevant memberships of professional bodies or industry associations:
Dan John Robertson 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility