ROBERT JAMES ROSS (Adviser# 000314026) 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 April 18, 2017.
| Register Name | Financial Advisers |
| Adviser Name | ROBERT JAMES ROSS |
| Adviser Number | 000314026 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000229892 LIFESPAN FINANCIAL PLANNING PTY LTD |
| Licence ABN | 23065921735 |
| Licence Controlled By | Castleguard Trust |
| Adviser Start Date | 2017-04-18 |
| Appointing Representative Name | LIFESPAN FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000229892 |
| Appointing Representative ABN | 23065921735 |
| Memberships |
Financial Planning Association of Australia (FPA) SMSF Professionals' Association of Australia |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | Financial Planning Association |
| Diploma of Financial Planning | Financial Planning Association |
| Graduate Certificate Of Financial Planning | Deakin University/ Financial Planning Association |
| Master of Financial Planning | Deakin University/ Financial Planning Association |
| SMSF Specialist Advisor (SSA) | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000229892 |
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust |
2017-04-18 - | LIFESPAN FINANCIAL PLANNING PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2016-08-31 - 2017-04-13 | WESTPAC BANKING CORPORATION |
| 000246934 |
LONSDALE FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD |
2012-06-30 - 2016-07-15 | WYNYARD PARK PRIVATE WEALTH PTY LIMITED |
| 000232406 | AVENUE CAPITAL MANAGEMENT PTY LTD | 2007-06-05 - 2012-06-30 |
| Licence Name | LIFESPAN FINANCIAL PLANNING PTY LTD |
| Licence Number | 000229892 |
| Licence ABN | 23065921735 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GLENN ANDREW MALKIEWICZ | Lifespan Financial Planning Pty Ltd | Current | 2018-08-07 |
| JOSEPH BYLHOUWER | Lifespan Financial Planning Pty Ltd | Current | 2018-07-24 |
| OLIVER ALWAR | Lifespan Financial Planning Pty Ltd | Current | 2018-07-11 |
| MATTHEW PETER RHEINBERGER | Lifespan Financial Planning Pty Ltd | Current | 2018-07-11 |
| IAN NICHOLAS RITCHIE | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
| CHARLES PILLAY | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
| JANET LESLEY BUTLER | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
| FIONA BATEMAN | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
| ERIN MICHELLE PRESS | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
| TONINO FALZARANO | Lifespan Financial Planning Pty Ltd | Current | 2018-07-06 |
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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.