Robert William Llewelyn – Financial Adviser

Adviser identifying number: 248770
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 16/10/2012
The date the Financial Adviser ceased the appointment: 18/07/2016
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 000234665
Authorised Representative’s ABN: 35002976294

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:

• Diploma of Financial Planning – Financial Planning Association of Australia
• Diploma of Financial Planning – International Institute of Technology
• Self Managed Super Funds – Mentor Education

Relevant memberships of professional bodies or industry associations:

• CFP ? Certified Financial Planner (FPA)
• Financial Planning Association (FPA) – Certified Financial Planner

Robert William Llewelyn is authorised to provide advices on following products: