Robert Barkla – Financial Adviser

Adviser identifying number: 255334
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: SOUTHERN CROSS FINANCIAL PTY LTD
Licence number: 311127
Licensee’s ABN: 63107777471
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/03/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SOUTHERN CROSS FINANCIAL PTY LTD
Authorised Representative identifying number: 311127
Authorised Representative’s ABN: 63107777471

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 Science – Curtin University
• Diploma of Financial Services (Financial Planning) – Integratec
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Robert Barkla 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI