ROBERT LIPMAN


Licensee: LIPMAN BURGON AND PARTNERS PTY LIMITED

ROBERT LIPMAN (Adviser# 001000965) 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, 2006.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT LIPMAN
Adviser Number 001000965
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000234972
LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence ABN 81070454787
Adviser Start Date 2006-07-01
Appointing Representative Name LIPMAN BURGON AND PARTNERS PTY LIMITED
Appointing Representative Number 000234972
Appointing Representative ABN 81070454787
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • ROBERT LIPMAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
CA Financial Planning Specialist Chartered Accountants Australia & New Zealand
Chartered Accountant Institute of Chartered Accountants Australia

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234972 LIPMAN BURGON AND PARTNERS PTY LIMITED 2006-07-01 - LIPMAN BURGON AND PARTNERS PTY LIMITED

Licensee Information

Licence Name LIPMAN BURGON AND PARTNERS PTY LIMITED
Licence Number 000234972
Licence ABN 81070454787

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NILAR ALOM ISPAHANY Lipman Burgon and Partners Pty Limited Current 2017-06-14
AILEEN FABJANCIC Lipman Burgon and Partners Pty Limited Ceased 2017-06-14
PAUL MARK SELIKMAN Lipman Burgon and Partners Pty Limited Current 2017-03-01
HEATH JULIUS UECKERMANN Lipman Burgon and Partners Pty Limited Current 2015-03-01
PAUL ALEXANDER ANTHONY BURGON Lipman Burgon and Partners Pty Limited Current 2006-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NILAR ALOM ISPAHANY Lipman Burgon and Partners Pty Limited Current 2017-06-14
AILEEN FABJANCIC Lipman Burgon and Partners Pty Limited Ceased 2017-06-14
PAUL MARK SELIKMAN Lipman Burgon and Partners Pty Limited Current 2017-03-01
HEATH JULIUS UECKERMANN Lipman Burgon and Partners Pty Limited Current 2015-03-01
PAUL ALEXANDER ANTHONY BURGON Lipman Burgon and Partners Pty Limited Current 2006-07-01

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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.