Robert James Devlin – Financial Adviser

Adviser identifying number: 1004914
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence number: 234527
Licensee’s ABN: 11005357522
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 05/12/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Authorised Representative identifying number: 000234527
Authorised Representative’s ABN: 11005357522

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:

  • 928 Margin Lending – Knowledge and Skills – Kaplan
  • Accredited Listed Product Adviser Program – Kaplan
  • Advanced Diploma of Financial Planning – Kaplan
  • Bachelor of International Business – La Trobe University
  • Provide advice in Self Managed Superannuation Funds – Kaplan

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

Robert James Devlin 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