Kristen Heather Robertson – Financial Adviser
Adviser identifying number: 1003332
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 29/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BDO PRIVATE WEALTH (NTH QLD) PTY LTD
Authorised Representative identifying number: 435780
Authorised Representative’s ABN: 94162483374
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:
- Diploma of Financial Services (Financial Planning) – ThreeSixty
- Self Managed Super Fund Specialist Adviser – SMSF Professionals’ Association of Australia
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Specialist Advisor (SSA) Accreditation
Kristen Heather Robertson is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Margin Lending Facility / Standard Margin Lending Facility