MATTHEW GARY ROBERTSON (Adviser# 000298827) 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 7, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MATTHEW GARY ROBERTSON |
| Adviser Number | 000298827 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000489820 SFS LICENCE PTY LTD |
| Licence Controlled By |
JENERRA NOMINEES PTY LTD SMAC Nominees Pty Ltd WINDELL HOLDINGS PTY LTD |
| Adviser Start Date | 2016-11-07 |
| Appointing Representative Name | SHAKESPEARE FINANCIAL SERVICES PTY LTD |
| Appointing Representative Number | 000274011 |
| Appointing Representative ABN | 95009351615 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business (Financial Planning) | RMIT University |
| Certified Financial Planner | Financial Planning Association |
| Margin Lending and Geared Investments | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000489820 |
SFS LICENCE PTY LTD
Licence controlled by: JENERRA NOMINEES PTY LTD ~ SMAC Nominees Pty Ltd ~ WINDELL HOLDINGS PTY LTD |
2016-11-07 - | SHAKESPEARE FINANCIAL SERVICES PTY LTD |
| 000345744 |
VWM FINANCIAL SERVICES PTY LTD
Licence controlled by: FRANK SCIARRONE ~ MATTHEW MCCARNEY ~ TIMOTHY FLAVELL |
2010-09-01 - 2016-09-30 | THE TRUSTEE FOR VANTAGE WEALTH MANAGEMENT UNIT TRUST |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2010-01-18 - 2010-07-21 | MATTHEW GARY ROBERTSON |
| 000232706 |
AMP FINANCIAL PLANNING PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] |
2006-03-01 - 2009-10-15 | MATTHEW GARY ROBERTSON |
| Licence Name | SFS LICENCE PTY LTD |
| Licence Number | 000489820 |
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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.