Robert William Berry – Financial Adviser
Adviser identifying number: 305343
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: EP FINANCIAL SERVICES PTY LTD
Licence number: 325252
Licensee’s ABN: 52130772495
Licence controlled by: ELSTON GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/10/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EP FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 325252
Authorised Representative’s ABN: 52130772495
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: Bachelor of Accounting and Finance – Southern Cross University
Relevant memberships of professional bodies or industry associations:
Robert William Berry is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility