David Victor Rhett Robertson – Financial Adviser

Adviser identifying number: 246122
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence number: 323825
Licensee’s ABN: 93128650037
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/02/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Authorised Representative identifying number: 000323825
Authorised Representative’s ABN: 93128650037

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 Business (Accountancy) – RMIT University
• Diploma of Financial Planning – Financial Planning Accociation of Australia Ltd
• Financial Essentials – Securitor

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Chartered Accountants Australia and New Zealand (CA)
• Financial Planning Association of Australia (FPA)

David Victor Rhett 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
• Retirement Savings Account Products
• Securities
• Superannuation