Robert Speir Willis – Financial Adviser

Adviser identifying number: 273204
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1994

Name of the licence holder: PATERSONS SECURITIES LIMITED
Licence number: 239052
Licensee’s ABN: 69008896311
Licence controlled by: PATERSONS SECURITIES LIMITED

The date the Financial Adviser commenced the appointment: 12/11/2010
The date the Financial Adviser ceased the appointment: 17/10/2014
Name of the Authorised Representative: ROBERT SPEIR WILLIS
Authorised Representative identifying number: 000273204
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:

  • ASX Accredited Derivatives Adviser Level 1 – ASX
  • Bachelor of Economics – University of Queensland
  • Margin Lending and Geared Investments – Kaplan Education Pty Ltd
  • PS146 Compliance Program – Securities Institute Education

Relevant memberships of professional bodies or industry associations: Stockbrokers Association of Australia

Robert Speir Willis is authorised to provide advices on following products: