HomeFinancial AdvisersMatthew James Robertson – Financial Adviser

Matthew James Robertson – Financial Adviser

Adviser identifying number: 263499
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 08/12/2009
The date the Financial Adviser ceased the appointment: 27/02/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • CFP – Financial Planning – Financial Planning Association of Australia
  • Diploma – Financial Planning – Deakin

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Matthew James Robertson is authorised to provide advices on following products:

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