Sam Robson – Financial Adviser

Adviser identifying number: 1250749
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: FIRST POINT WEALTH MANAGEMENT PTY LTD
Licence number: 483004
Licensee’s ABN:
Licence controlled by: Sam Ross ROBSON

The date the Financial Adviser commenced the appointment: 20/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST POINT WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 483004
Authorised Representative’s ABN:

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:

• Accredited Derivatives Adviser Level 2 ASX – Kaplan
• Deposit Products and Non-Cash payments – Financial Education Professionals
• SDIA Accreditation Program Assessment – Securities, Futures Markets and Managed investments – Futures Markets & Managed Investments

Relevant memberships of professional bodies or industry associations:

Sam Robson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services