PAUL ROBERTSON (Adviser# 001003619) 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 May 31, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PAUL ROBERTSON |
| Adviser Number | 001003619 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2005 |
| Financial Service (AFS) Licence |
Licence# 000227748 SENTRY ADVICE PTY LTD |
| Licence ABN | 77103642888 |
| Licence Controlled By | SENTRY GROUP PTY LTD |
| Adviser Start Date | 2018-05-31 |
| Appointing Representative Name | R&R WEALTH SOLUTIONS PTY LTD |
| Appointing Representative Number | 001264563 |
| Appointing Representative ABN | 59624919982 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Strategies for Self Managed Superannuation | ThreeSixty |
| Bachelor of Commerce (Economics and Finance) | Curtin University |
| Graduate Diploma of Financial Planning | Securities Institute |
| Margin Lending | MLC |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000227748 |
SENTRY ADVICE PTY LTD
Licence controlled by: SENTRY GROUP PTY LTD |
2018-05-31 - | R&R WEALTH SOLUTIONS PTY LTD |
| 000230686 |
NATIONAL AUSTRALIA BANK LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED |
2005-01-05 - 2018-05-25 | NATIONAL AUSTRALIA BANK LIMITED |
| Licence Name | SENTRY ADVICE PTY LTD |
| Licence Number | 000227748 |
| Licence ABN | 77103642888 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| AJEY MALIK | Sentry Advice Pty Ltd | Current | 2018-08-21 |
| JIM ZAGOUDIS | Sentry Advice Pty Ltd | Current | 2018-08-01 |
| COLIN IAN DE LA NOUGEREDE | Sentry Advice Pty Ltd | Current | 2018-08-01 |
| RICHARD JOHN PETRUSMA | Sentry Advice Pty Ltd | Current | 2018-07-09 |
| MARTIN MILTON | Sentry Advice Pty Ltd | Current | 2018-07-06 |
| ROBERT STOREY | Sentry Advice Pty Ltd | Current | 2018-07-02 |
| BRENTON JONES | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| PIM STORT | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| ANDREW DOUGLAS HALLIDAY | Sentry Advice Pty Ltd | Current | 2018-07-01 |
| LESLIE THOMAS KING | Sentry Advice Pty Ltd | Current | 2018-07-01 |
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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.