Robert Mark Pertich – Financial Adviser

Adviser identifying number: 1245348
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: UNISON WEALTH MANAGEMENT PTY LTD
Licence number: 289621
Licensee’s ABN: 30105085612
Licence controlled by: UNISON FINANCIAL SERVICES PTY LTD ~ UNISON FINANCIAL SERVICES PTY LTD [Date Ceased: 09/03/2016] ~ VIEPLAN PTY LTD

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: UNISON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 289621
Authorised Representative’s ABN: 30105085612

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: FNS10 – RG146 Superannuation – Monarch Institute

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Robert Mark Pertich is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation