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