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:

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: