JOHN CLAYTON ROBERTSON (Adviser# 000274929) 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 August 23, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JOHN CLAYTON ROBERTSON |
| Adviser Number | 000274929 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser ABN | 21249397602 |
| Adviser First Advice Year | 1987 |
| Financial Service (AFS) Licence |
Licence# 000493702 RG AFSL PTY LTD |
| Licence Controlled By | John ROBERTSON |
| Adviser Start Date | 2017-08-23 |
| Appointing Representative Name | RG AFSL PTY LTD |
| Appointing Representative Number | 000493702 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| ASX Listed Products Accreditation Course (LPAC) | LPAC Online Pty Ltd |
| Bachelor of Business (Accounting) | Curtain University (WA) |
| Diploma of Financial Planning | Financial Planning Association |
| Margin Lending and Geared Investments | Kaplan |
| Self Managed Superannuation Funds | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000493702 |
RG AFSL PTY LTD
Licence controlled by: John ROBERTSON |
2017-08-23 - | RG AFSL PTY LTD |
| 000326450 |
WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-03-01 - 2017-08-24 | WEALTHSURE FINANCIAL SERVICES PTY LTD |
| 000238030 | WEALTHSURE PTY LTD | 2009-06-26 - 2015-02-28 |
| Licence Name | RG AFSL PTY LTD |
| Licence Number | 000493702 |
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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.