Robert Medina – Financial Adviser
Adviser identifying number: 255744
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 09/03/2005
The date the Financial Adviser ceased the appointment: 07/02/2014
Name of the Authorised Representative: ROBERT MEDINA
Authorised Representative identifying number: 000255744
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Diploma of Financial Planning – CFP
- Superannuation & Life Insurance Induction Course plus practical training – Legal and General
Relevant memberships of professional bodies or industry associations:
Robert Medina is authorised to provide advices on following products: