Robert Charles – Financial Adviser

Adviser identifying number: 1249503
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 08/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680

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 – Victoria Institute of Colleges
• Diploma of Financial Services (Financial Planning) – Pinnacle
• Graduate Diploma in Accounting – Swinburne Institute of Technology
• Graduate Diploma in Applied Finance and Investments – Securities Institute Education
• Master of Business Administration – RMIT

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Robert Charles is authorised to provide advices on following products:

• Superannuation