Robert Charles Taber – Financial Adviser
Adviser identifying number: 264236
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Licence number: 433814
Licensee’s ABN: 22160682879
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CUTCHER & NEALE FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 433814
Authorised Representative’s ABN: 22160682879
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 Commerce – University of NSW
- Certified Financial Planner – Financial Planning Association of Australia
- Chartered Accountant – Institute of Chartered Accountants
- SMSF Specialist Advisor (SSA) Accreditation – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Robert Charles Taber 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
- Margin Lending Facility / Standard Margin Lending Facility