ROBERT JOSEPH


Licensee: CHPW FINANCIAL PTY LTD

ROBERT JOSEPH (Adviser# 000329826) 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 6, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBERT JOSEPH
Adviser Number 000329826
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000280201
CHPW FINANCIAL PTY LTD
Licence ABN 78110598368
Adviser Start Date 2016-04-06
Appointing Representative Name CHPW FINANCIAL PTY LTD
Appointing Representative Number 000280201
Appointing Representative ABN 78110598368
Memberships SMSF Association

Authorisations to provide financial product advice

  • ROBERT JOSEPH
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000280201 CHPW FINANCIAL PTY LTD 2016-04-06 - CHPW FINANCIAL PTY LTD
000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD 2012-09-06 - 2016-04-06 SYNCHRONISED BUSINESS SERVICES PTY LTD
000230692 GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-09-23 - 2012-08-26 ROBERT JOSEPH
000234663 JIGSAW SUPPORT SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD
2009-09-14 - 2011-09-22 ROBERT JOSEPH

Licensee Information

Licence Name CHPW FINANCIAL PTY LTD
Licence Number 000280201
Licence ABN 78110598368

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
VALENTINA SOKOLOV Chpw Financial Pty Ltd Current 2017-11-10
DOMENIC ANTHONY BARBA Chpw Financial Pty Ltd Current 2017-10-13
SAGE D'COSTA Chpw Financial Pty Ltd Current 2017-04-15
MICHAEL DE MARCO Chpw Financial Pty Ltd Current 2017-04-10
ANDREW GAVRISH Chpw Financial Pty Ltd Current 2016-06-20
MALCOLM KIRKWOOD Chpw Financial Pty Ltd Ceased 2016-06-06
JEROMY MICHAEL GRATIAN Chpw Financial Pty Ltd Current 2016-02-22
VUKASIN STJEPOVIK Chpw Financial Pty Ltd Current 2016-01-04
DOUGLAS JAMES COLLINS Chpw Financial Pty Ltd Current 2015-08-31
SAM RUTECKI Chpw Financial Pty Ltd Current 2015-03-02

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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.