SIMON ROBINSON (Adviser# 001001431) 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 27, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SIMON ROBINSON |
| Adviser Number | 001001431 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2013 |
| Financial Service (AFS) Licence |
Licence# 000238282 RSM FINANCIAL SERVICES AUSTRALIA PTY LTD |
| Licence ABN | 22009176354 |
| Licence Controlled By | BIRDS HOLDINGS PTY LTD |
| Adviser Start Date | 2016-09-27 |
| Appointing Representative Name | RSM FINANCIAL SERVICES AUSTRALIA PTY LTD |
| Appointing Representative Number | 000238282 |
| Appointing Representative ABN | 22009176354 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Comm (Financial Planning) | University of Wollongong |
| Certified Financial Planner | FPA |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238282 |
RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence controlled by: BIRDS HOLDINGS PTY LTD |
2016-09-27 - | RSM FINANCIAL SERVICES AUSTRALIA PTY LTD |
| 000240769 | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD | 2013-11-22 - 2016-09-16 | WILLIAM BUCK WEALTH ADVISORS (NSW) PTY LTD |
| Licence Name | RSM FINANCIAL SERVICES AUSTRALIA PTY LTD |
| Licence Number | 000238282 |
| Licence ABN | 22009176354 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| KIRSTEN GENTER | Rsm Financial Services Australia Pty Ltd | Current | 2018-07-30 |
| CHRISTOPHER OATES | Rsm Financial Services Australia Pty Ltd | Current | 2017-12-04 |
| KRISTINA MADDEN | Rsm Financial Services Australia Pty Ltd | Current | 2017-06-30 |
| DEAN ANTHONY COOPER | Rsm Financial Services Australia Pty Ltd | Current | 2016-06-01 |
| SCOTT JAMES MCALEES | Rsm Financial Services Australia Pty Ltd | Current | 2016-05-06 |
| DANIEL MARK ERNEST PURSLOWE | Rsm Financial Services Australia Pty Ltd | Current | 2015-03-09 |
| DANIEL LAURENCE CUNDY | Rsm Financial Services Australia Pty Ltd | Current | 2014-10-27 |
| NATHAN MICHAEL PORTER | Rsm Financial Services Australia Pty Ltd | Ceased | 2014-02-11 |
| GARY CHRISTOPHER MARSH | Rsm Financial Services Australia Pty Ltd | Current | 2013-07-16 |
| PAUL ANDREW LINDLEY | Rsm Financial Services Australia Pty Ltd | Current | 2013-06-03 |
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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.