Graham Robertson – Financial Adviser

Adviser identifying number: 1242870
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Licence number: 238141
Licensee’s ABN: 21104922394
Licence controlled by:

The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
Authorised Representative identifying number: 238141
Authorised Representative’s ABN: 21104922394

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:

• Advanced Dip of Financial Planning – Monarch Institute
• Bachelor of Commerce – UNI of NSW
• Dip of Financial Planning – Monarch Institute
• Financial Planner – ACIP
• Institute of Chartered Accountants – Inst of C.A

Relevant memberships of professional bodies or industry associations:

• ATMA
• NTAA

Graham Robertson is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Securities
• Superannuation