GORDON MCROBERTS (Adviser# 000381908) 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 13, 2015.
| Register Name | Financial Advisers |
| Adviser Name | GORDON MCROBERTS |
| Adviser Number | 000381908 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000286786 SENTRY FINANCIAL SERVICES PTY LTD |
| Licence ABN | 30113531034 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2015-07-13 |
| Appointing Representative Name | GOODLIFE FINANCIAL PLANNING (WA) PTY. LTD. |
| Appointing Representative Number | 000428577 |
| Appointing Representative ABN | 93145126236 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Services (Financial Planning) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000286786 |
SENTRY FINANCIAL SERVICES PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2015-07-13 - | GOODLIFE FINANCIAL PLANNING (WA) PTY. LTD. |
| 000234665 |
CHARTER FINANCIAL PLANNING LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives. |
2012-07-02 - 2015-07-10 | CHARTER FINANCIAL PLANNING LIMITED |
| 000234663 |
JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD |
2010-09-06 - 2012-07-02 | |
| 000238277 | SHARE INVESTING LIMITED | 2008-03-01 - 2010-07-31 |
| Licence Name | SENTRY FINANCIAL SERVICES PTY LTD |
| Licence Number | 000286786 |
| Licence ABN | 30113531034 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| RODNEY PAUL EDWARDS | Sentry Financial Services Pty Ltd | Current | 2018-07-18 |
| STEPHEN CHARLES GRANT | Sentry Financial Services Pty Ltd | Current | 2018-07-09 |
| CINDY DAHIYA | Sentry Financial Services Pty Ltd | Current | 2018-07-06 |
| KANE JIANG | Sentry Financial Services Pty Ltd | Current | 2018-06-28 |
| MICHAEL DENIS WILLIAMS | Sentry Financial Services Pty Ltd | Current | 2018-06-06 |
| GUY WARREN SAVAGE | Sentry Financial Services Pty Ltd | Current | 2018-05-01 |
| TRAVIS LAURENCE VINCENT SMITH | Sentry Financial Services Pty Ltd | Current | 2018-02-13 |
| ANTHONY ALPS | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
| STUART RODERICK VARIDEL | Sentry Financial Services Pty Ltd | Current | 2017-12-01 |
| IOANNIS VAITSAS | Sentry Financial Services Pty Ltd | Current | 2017-11-27 |
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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.