ROBERT JOHN PURCELL


Licensee: NOVATAX PTY. LIMITED

ROBERT JOHN PURCELL (Adviser# 001000436) 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 1, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT JOHN PURCELL
Adviser Number 001000436
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1987
Financial Service (AFS) Licence Licence# 000227043
NOVATAX PTY. LIMITED
Licence ABN 57003811854
Licence Controlled By DAVID MINEHAN
ROBERT PURCELL
Adviser Start Date 2003-07-01
Appointing Representative Name NOVATAX PTY. LIMITED
Appointing Representative Number 000227043
Appointing Representative ABN 57003811854
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ROBERT JOHN PURCELL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Newcastle
Certified Financial Planner (CFP) Financial Planning Association of Australia
Diploma of Financial Planning Deakin University
Estate Planning 6 Day Course University of Technology Sydney
Qualified Chartered Accountant Institute of Chartered Accountants in Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000227043 NOVATAX PTY. LIMITED
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL
2003-07-01 - NOVATAX PTY. LIMITED

Licensee Information

Licence Name NOVATAX PTY. LIMITED
Licence Number 000227043
Licence ABN 57003811854

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAROL ANNE PATTEN Novatax Pty. Limited Current 2016-07-20
CHAD THOMAS-COOK Novatax Pty. Limited Current 2016-05-02
GEORGIA KATHLEEN SHUWALOW Novatax Pty. Limited Ceased 2013-06-25
ADRIAN BLACKBURN Novatax Pty. Limited Current 2008-10-31
AARON CHARLES JUPP Novatax Pty. Limited Current 2008-10-31
NICHOLAS JAMES GRAYSON Novatax Pty. Limited Current 2005-02-07
WILLIAM KEITH CHASELING Novatax Pty. Limited Current 2003-07-01
DAVID JOHN MINEHAN Novatax Pty. Limited Current 2003-07-01
GREGORY JOHN HOWLEY Novatax Pty. Limited Ceased 2003-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CAROL ANNE PATTEN Novatax Pty. Limited Current 2016-07-20
CHAD THOMAS-COOK Novatax Pty. Limited Current 2016-05-02
GEORGIA KATHLEEN SHUWALOW Novatax Pty. Limited Ceased 2013-06-25
ADRIAN BLACKBURN Novatax Pty. Limited Current 2008-10-31
AARON CHARLES JUPP Novatax Pty. Limited Current 2008-10-31
NICHOLAS JAMES GRAYSON Novatax Pty. Limited Current 2005-02-07
WILLIAM KEITH CHASELING Novatax Pty. Limited Current 2003-07-01
DAVID JOHN MINEHAN Novatax Pty. Limited Current 2003-07-01
GREGORY JOHN HOWLEY Novatax Pty. Limited Ceased 2003-07-01

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Dataset Information


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.