Robert Michael Avery – Financial Adviser

Adviser identifying number: 241938
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: CHALICE NOMINEES PTY. LTD.
Licence number: 246305
Licensee’s ABN: 97078162393
Licence controlled by: PERENNIAL HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 18/04/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JIMNIK PTY LTD
Authorised Representative identifying number: 242079
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:

Relevant qualifications and training:

• Bachelor of Commerce – University of Newcastle
• Diploma of Financial Planning – RMIT University
• Graduate Diploma in Finance – WA College of Advanced Education

Relevant memberships of professional bodies or industry associations:

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

Robert Michael Avery 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