Melissa Robertson – Financial Adviser

Adviser identifying number: 1255889
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 29/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LONSDALE FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 000246934
Authorised Representative’s ABN: 76006637225

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 (Accounting) – La Trobe University, Bendigo
• SMSF Specialist Advisor – SMSF Association
• Tier 1 Financial Planning Personal Advice – Kaplan
• Tier 1 Superannuation Personal Advice – Kaplan

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• SMSF Association

Melissa Robertson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Superannuation