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: 19/07/2016
The date the Financial Adviser ceased the appointment: 12/08/2016
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: