ROBERT WOODFORD


Licensee: PERPETUAL TRUSTEE COMPANY LIMITED

ROBERT WOODFORD (Adviser# 001002362) 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 28, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT WOODFORD
Adviser Number 001002362
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000236643
PERPETUAL TRUSTEE COMPANY LIMITED
Licence ABN 42000001007
Licence Controlled By PERPETUAL LIMITED
Adviser Start Date 2017-07-28
Appointing Representative Name PERPETUAL TRUSTEE COMPANY LIMITED
Appointing Representative Number 000236643
Appointing Representative ABN 42000001007
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • ROBERT WOODFORD
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor Degree Bachelor of Business Studies (Accounting and Finance) - Massey University
Masters Degree Master of Applied Finance - Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000236643 PERPETUAL TRUSTEE COMPANY LIMITED
Licence controlled by: PERPETUAL LIMITED
2017-07-28 - PERPETUAL TRUSTEE COMPANY LIMITED
000230686 NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
2015-02-04 - 2017-06-06 NATIONAL AUSTRALIA BANK LIMITED

Licensee Information

Licence Name PERPETUAL TRUSTEE COMPANY LIMITED
Licence Number 000236643
Licence ABN 42000001007

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SIMON ROGERS Perpetual Trustee Company Limited Current 2018-07-31
KABILAN MURUGANANTHAN Perpetual Trustee Company Limited Current 2018-05-03
RUBY PIETY HAASE Perpetual Trustee Company Limited Current 2018-04-24
FRANCOIS LEONARDO PETITTO Perpetual Trustee Company Limited Current 2018-02-28
DAVID JOHN HURLEY Perpetual Trustee Company Limited Current 2018-01-04
MICHAEL JOHN TURNER Perpetual Trustee Company Limited Current 2017-11-20
BO RAM CHOI Perpetual Trustee Company Limited Current 2017-10-31
KATHERINE LOUISE PANCARI Perpetual Trustee Company Limited Current 2017-10-24
PHILLIP NICOLAS BURES Perpetual Trustee Company Limited Current 2017-07-03
YEW LIP Perpetual Trustee Company Limited Current 2017-05-16

Competitor

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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.