Robert Waldron – Financial Adviser
Adviser identifying number: 238387
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986
Name of the licence holder: TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Licence number: 230458
Licensee’s ABN: 12062230424
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/10/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TOTALLY INTEGRATED FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 230458
Authorised Representative’s ABN: 12062230424
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:
- Certificate in Financial Markets – The Securities Institue of Australia (now Financial Services Institute of Australasia)
- Diploma of Financial Planning – Financial Planning Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia
- Tax Practitioners Board
Robert Waldron 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