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:

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