Robert Rich – Financial Adviser

Adviser identifying number: 1246349
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 06/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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:

• ADFP – Monarch Institute
• Bacholor of Business (ACC & MKG) – Swinburne University
• DFP – Monarch Institute

Relevant memberships of professional bodies or industry associations:

Robert Rich is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Old Law Securities Options Contracts and Warrants Securities