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