Robert Kiddell – Financial Adviser

Adviser identifying number: 253146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1989

Name of the licence holder: MCMILLAN FINANCIAL PLANNING PTY LTD
Licence number: 239645
Licensee’s ABN: 90074586217
Licence controlled by: Angus Management Trust

The date the Financial Adviser commenced the appointment: 05/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MCMILLAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 239645
Authorised Representative’s ABN: 90074586217

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 Jurisprudence – Monash University
  • Bachelor of Laws – Monash University
  • Certified Financial Planner – Financial Planning Associate
  • DPML Margin Lending – Pinnacle Financial Services
  • Diploma of Financial Planning – Deakin University

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Law Institute of Victoria
  • Tax Practitioners Board (Financial Planning)

Robert Kiddell 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
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility