SAM ROBSON (Adviser# 001250749) 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 November 20, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SAM ROBSON |
| Adviser Number | 001250749 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1997 |
| Financial Service (AFS) Licence |
Licence# 000483004 FIRST POINT WEALTH MANAGEMENT PTY LTD |
| Licence Controlled By | Sam Ross ROBSON |
| Adviser Start Date | 2016-11-20 |
| Appointing Representative Name | FIRST POINT WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000483004 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Derivatives Adviser Level 2 ASX | Kaplan |
| Deposit Products and Non-Cash payments | Financial Education Professionals |
| SDIA Accreditation Program Assessment | Securities, Futures Markets and Managed investments - Futures Markets & Managed Investments |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000483004 |
FIRST POINT WEALTH MANAGEMENT PTY LTD
Licence controlled by: Sam Ross ROBSON |
2016-11-20 - | FIRST POINT WEALTH MANAGEMENT PTY LTD |
| 000237504 |
MACQUARIE EQUITIES LIMITED
Licence controlled by: MACQUARIE GROUP LIMITED |
2004-03-01 - 2016-05-30 |
| Licence Name | FIRST POINT WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000483004 |
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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.