Simon Robinson – Financial Adviser
Adviser identifying number: 1001431
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence number: 238282
Licensee’s ABN: 22009176354
Licence controlled by: BIRDS HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 27/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Authorised Representative identifying number: 238282
Authorised Representative’s ABN: 22009176354
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 Comm (Financial Planning) – University of Wollongong
- Certified Financial Planner – FPA
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Simon Robinson 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