Robert John Wynberg – Financial Adviser

Adviser identifying number: 238678
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Licence number: 344085
Licensee’s ABN: 88139367141
Licence controlled by:

The date the Financial Adviser commenced the appointment: 03/12/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BRISTOL STREET FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 344085
Authorised Representative’s ABN: 88139367141

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:

• Core & Life Insurance – IntegraTec
• Diploma of Financial Services (Financial Planning) – IntegraTec
• Margin Lending Accredited Program – Deakin Prime
• Self Managed Superannuation Funds – Pinnacle Financial Services Academy
• Superannuation & Retirement Planning – IntegraTec

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

Robert John Wynberg 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