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