Robert Alexander Maroni – Financial Adviser

Adviser identifying number: 260116
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: PATERSONS SECURITIES LIMITED
Licence number: 239052
Licensee’s ABN: 69008896311
Licence controlled by: PATERSONS SECURITIES LIMITED

The date the Financial Adviser commenced the appointment: 01/02/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATERSONS SECURITIES LIMITED
Authorised Representative identifying number: 239052
Authorised Representative’s ABN: 69008896311

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:

  • Accredited Aged Care Professional – Aged Care Steps
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Financial Planning Association
  • Responsible Executive Exam – KAPLAN
  • TASA and the TPB Code of Professional Conduct – KAPLAN

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

Robert Alexander Maroni 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, excluding IDPS
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / IDPS Only
  • Managed Investment Schemes / Own Managed Investment Scheme Only
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services