ANNA-MARIE ROBERTSHAW

Licensee: MASLOW DRIVE PTY LTD

ANNA-MARIE ROBERTSHAW (Adviser# 000254369) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 24, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ANNA-MARIE ROBERTSHAW
Adviser Number 000254369
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000478935
MASLOW DRIVE PTY LTD
Adviser Start Date 2015-11-24
Appointing Representative Name BLUEPRINT ADVISORY SERVICES PTY LTD
Appointing Representative Number 000344562
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ANNA-MARIE ROBERTSHAW
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Financial Planning Association & Deakin University
Diploma of Financial Services (Financial Planning) Financial Services Training & Assessment Pty Ltd
Margin Lending GWM Adviser Services Limited

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000478935 MASLOW DRIVE PTY LTD 2015-11-24 - BLUEPRINT ADVISORY SERVICES PTY LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
2011-06-11 - 2015-11-23 GUARDIANFP LTD
000237641 GUARDIANFP LTD
Licence controlled by: SUNCORP GROUP LIMITED
2005-12-01 - 2010-02-05
000234589 SYNERGY ADVISORY SERVICES PTY LTD 2003-12-19 - 2005-12-01

Licensee Information

Licence Name MASLOW DRIVE PTY LTD
Licence Number 000478935

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.