Robert James Chalmers – Financial Adviser

Adviser identifying number: 245857
Status: Current
Adviser’s ABN: 23793019585
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/11/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 000243313
Authorised Representative’s ABN: 33007207650

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 in Accountancy – The University of New South Wales
  • Diploma of Financial Services (Financial Planning) – Tribeca
  • Financial Planning Specialist – The Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations: Institute of Chartered Accountants

Robert James Chalmers is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation