Robert James Ross – Financial Adviser
Adviser identifying number: 314026
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 31/08/2016
The date the Financial Adviser ceased the appointment: 13/04/2017
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141
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:
- Certified Financial Planner – Financial Planning Association
- Diploma of Financial Planning – Financial Planning Association
- Graduate Certificate Of Financial Planning – Deakin University/ Financial Planning Association
- Master of Financial Planning – Deakin University/ Financial Planning Association
- SMSF Specialist Advisor (SSA) – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Professionals’ Association of Australia
Robert James Ross is authorised to provide advices on following products: