Robert Storey – Financial Adviser

Adviser identifying number: 255360
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 25/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINSENSE FINANCIAL PLANNING SERVICES PTY LTD
Authorised Representative identifying number: 290406
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:

• Certified Financial Planner – Financial Planning Association
• Certified Financial Planner – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Diploma of Financial Planning – Financial Planning Association
• Graduate Diploma of Banking & Finance – Monash University
• Graduate Diploma of Banking & Finance – Monash University
• Margin Lending and Geared Investments – Kaplan
• Margin Lending and Geared Investments – Kaplan
• Self Managed Superannuation Funds – International Institute of Technology
• Self Managed Superannuation Funds – International Institute of Technology

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association
• SMSF Association

Robert Storey is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility