Giuseppina Robertson – Financial Adviser
Adviser identifying number: 1241755
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: GPS WEALTH LTD
Licence number: 254544
Licensee’s ABN: 17005482726
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: G ROBERTSON PTY LTD
Authorised Representative identifying number: 1241729
Authorised Representative’s ABN: 69601688395
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:
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Relevant qualifications and training:
- Bachelor of Business Double Major in Accounting and Finance – Edith Cowan University Western Australia
- Certified Practicing Accountant – CPA
- Diploma of Financial Planning – Pinnacle
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- National Tax and Accountants’ Association Ltd (NTAA)
- Public Practice
- Tax Practitioners Board
Giuseppina Robertson is authorised to provide advices on following products:
- Superannuation