Robert Geoffrey Adams – Financial Adviser

Adviser identifying number: 239695
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: SBA ADVICE PTY LTD
Licence number: 488301
Licensee’s ABN:
Licence controlled by: COLLINS SBA NOMINEES PTY 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: SBA ADVICE PTY LTD
Authorised Representative identifying number: 488301
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • CFP – Diploma of Financial Planning – University of Western Sydney
  • Diploma – Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Robert Geoffrey Adams is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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
  • Managed Investment Schemes / MDA Services
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility