ROBERT STOREY (Adviser# 000255360) 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 July 2, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT STOREY |
| Adviser Number | 000255360 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1998 |
| Financial Service (AFS) Licence |
Licence# 000227748 SENTRY ADVICE PTY LTD |
| Licence ABN | 77103642888 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2018-07-02 |
| Appointing Representative Name | ARMADA FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000312363 |
| Appointing Representative ABN | 80086052084 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Financial Planning Association |
| Graduate Diploma of Banking & Finance | Monash University |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227748 |
SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2018-07-02 - | ARMADA FINANCIAL PLANNING PTY LTD |
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-11-25 - 2018-06-29 | FINSENSE FINANCIAL PLANNING SERVICES PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2018-06-29 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2004-01-15 - 2015-02-28 | FINSENSE FINANCIAL PLANNING SERVICES PTY LTD |
| Licence Name | SENTRY ADVICE PTY LTD |
| Licence Number | 000227748 |
| Licence ABN | 77103642888 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| AJEY MALIK | Sentry Advice Pty Ltd | Current | 2018-08-21 |
| JIM ZAGOUDIS | Sentry Advice Pty Ltd | Current | 2018-08-01 |
| COLIN IAN DE LA NOUGEREDE | Sentry Advice Pty Ltd | Current | 2018-08-01 |
| RICHARD JOHN PETRUSMA | Sentry Advice Pty Ltd | Current | 2018-07-09 |
| MARTIN MILTON | Sentry Advice Pty Ltd | Current | 2018-07-06 |
| BRENTON JONES | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| PIM STORT | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| ANDREW DOUGLAS HALLIDAY | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| LESLIE THOMAS KING | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| STEVEN DAVID KING | Sentry Advice Pty Ltd | Current | 2018-07-01 |
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| 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.