Robert Angus Amos – Financial Adviser

Adviser identifying number: 237718
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: NEXTPLAN FINANCIAL PTY LTD
Licence number: 452996
Licensee’s ABN: 24167151420
Licence controlled by:

The date the Financial Adviser commenced the appointment: 06/05/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NEXTPLAN FINANCIAL PTY LTD
Authorised Representative identifying number: 452996
Authorised Representative’s ABN: 24167151420

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Certificate 4 in Financial Services (Finance / Mortgage Broking Management) – Universal Wealth Management
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

Robert Angus Amos 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