Robert Morton – Financial Adviser

Adviser identifying number: 417726
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED
Licence number: 255016
Licensee’s ABN: 86003990627
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED
Authorised Representative identifying number: 255016
Authorised Representative’s ABN: 86003990627

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 Laws – The University of Melbourne
  • Bachelor OF Laws – The University of Melbourne
  • Bachelor of Commerce – The University of Melbourne
  • Bachelor of Commerce – The University of Melbourne
  • Diploma of Financial Planning – Kaplan
  • Diploma of Financial Planning – Kaplan
  • Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
  • Investment Products 3- Securities, Managed Investments, Margin Lending – Kaplan
  • Superannuation – Kaplan
  • Superannuation – Kaplan

Relevant memberships of professional bodies or industry associations:

Robert Morton 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services