ROBERT MORTON (Adviser# 000417726) 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 September 28, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT MORTON |
| Adviser Number | 000417726 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2012 |
| Financial Service (AFS) Licence |
Licence# 000255016 YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED |
| Licence ABN | 86003990627 |
| Adviser Start Date | 2016-09-28 |
| Appointing Representative Name | YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED |
| Appointing Representative Number | 000255016 |
| Appointing Representative ABN | 86003990627 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor OF Laws | The University of Melbourne |
| Bachelor OF Laws | The University of Melbourne |
| Bachelor of Commerce | The University of Melbourne |
| Bachelor of Commerce | The University of Melbourne |
| Diploma of Financial Planning | Kaplan |
| Diploma of Financial Planning | Kaplan |
| Investment Products 3- Securities, Managed Investments, Margin Lending | Kaplan |
| Investment Products 3- Securities, Managed Investments, Margin Lending | Kaplan |
| Superannuation | Kaplan |
| Superannuation | Kaplan |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000255016 | YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED | 2016-09-28 - | YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED |
| 000323825 | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED | 2016-05-03 - | YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED |
| Licence Name | YELLOW BRICK ROAD INVESTMENT SERVICES PTY LIMITED |
| Licence Number | 000255016 |
| Licence ABN | 86003990627 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DARRIN NEWPORT | Yellow Brick Road Investment Services Pty Limited | Current | 2018-07-06 |
| JEROME MAXIME MOTROT | Yellow Brick Road Investment Services Pty Limited | Ceased | 2016-04-28 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DARRIN NEWPORT | Yellow Brick Road Investment Services Pty Limited | Current | 2018-07-06 |
| JEROME MAXIME MOTROT | Yellow Brick Road Investment Services Pty Limited | Ceased | 2016-04-28 |
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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.