Robert John Purcell – Financial Adviser

Adviser identifying number: 1000436
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: NOVATAX PTY. LIMITED
Licence number: 227043
Licensee’s ABN: 57003811854
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL

The date the Financial Adviser commenced the appointment: 01/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOVATAX PTY. LIMITED
Authorised Representative identifying number: 227043
Authorised Representative’s ABN: 57003811854

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 – University of Newcastle
  • Certified Financial Planner (CFP) – Financial Planning Association of Australia
  • Diploma of Financial Planning – Deakin University
  • Estate Planning 6 Day Course – University of Technology Sydney
  • Qualified Chartered Accountant – Institute of Chartered Accountants in Australia

Relevant memberships of professional bodies or industry associations:

  • Chartered Accountants Australia and New Zealand (CA)
  • Financial Planning Association of Australia (FPA)

Robert John Purcell 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