Marcus Alan Robertson – Financial Adviser

Adviser identifying number: 264774
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: PARAGEM PTY LIMITED
Licence number: 297276
Licensee’s ABN: 16108571875
Licence controlled by: HUB24 LIMITED

The date the Financial Adviser commenced the appointment: 15/11/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PARAGEM PTY LIMITED
Authorised Representative identifying number: 297276
Authorised Representative’s ABN: 16108571875

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 Commerce – University of NSW
• Bachelor of Laws – University of NSW
• Certified Financial Planner – Financial Planning Association
• Chartered Accountant – Institute of Chartered Accountants
• Diploma of Financial Planning – Financial Planning Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Chartered Accountants

Marcus Alan 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