John Robert Wilcox – Financial Adviser
Adviser identifying number: 1248970
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: HILL ROGERS ADVISORY PTY LTD
Licence number: 484854
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 30/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILL ROGERS ADVISORY PTY LTD
Authorised Representative identifying number: 484854
Authorised Representative’s ABN:
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 – Kuring-gai College of Advance Education
- Certificate of Public Practice – Chartered Accountants Australia New Zealand
- Chartered Accountant – Chartered Accountants Australia New Zealand
- Diploma of Financial Planning – Integrity Education Group Pty Ltd
- RG146 Specialist Knowledge – Integrity Education Gorup Pty Ltd
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
John Robert Wilcox is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation