Robert James Locke – Financial Adviser
Adviser identifying number: 1255966
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: PSA SUPER & FINANCIAL SERVICES PTY LTD
Licence number: 488562
Licensee’s ABN:
Licence controlled by: PS ACCOUNTING PTY LTD ~ Robert James LOCKE
The date the Financial Adviser commenced the appointment: 23/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PSA SUPER & FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000488562
Authorised Representative’s ABN:
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:
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Relevant qualifications and training: Diploma of Financial Planning – Monarch Institute
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- SMSF Association
Robert James Locke is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Securities
- Class of Product Advice – Simple Managed Investment schemes
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation