Robert Baharian – Financial Adviser

Adviser identifying number: 1238687
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust

The date the Financial Adviser commenced the appointment: 20/01/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR DRJB FAMILY TRUST
Authorised Representative identifying number: 1238682
Authorised Representative’s ABN: 37914488689

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:

• Advanced Diploma – Financial Planning – Kaplan
• Advanced Diploma of Financial Services – Tribeca
• Bachelor Degree – Business – Victoria University
• Bachelor of Business – Victoria University
• CFP – Certified Financial Planner – Financial Planning Association of Australia
• Certified Financial Planner – Financial Planning Association of Australia
• Diploma – Financial Planning – ThreeSixty
• Diploma of Financial Services – ThreeSixty
• Other – SMSF Adviser (Specialist) – SPAA
• SMSF Specialist Advisor – Self Managed Super Fund Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• SMSF Association

Robert Baharian is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash 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
• Margin Lending Facility / Standard Margin Lending Facility