ROBBY JOHN SOUTHALL

Licensee: FIDUCIAN FINANCIAL SERVICES PTY LTD

ROBBY JOHN SOUTHALL (Adviser# 001233740) 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 23, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name ROBBY JOHN SOUTHALL
Adviser Number 001233740
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1996
Financial Service (AFS) Licence Licence# 000231103
FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence ABN 46094765134
Licence Controlled By FIDUCIAN GROUP LIMITED
Adviser Start Date 2015-07-23
Appointing Representative Name FIDUCIAN FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000231103
Appointing Representative ABN 46094765134
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Robby is able to provide financial advice in all knowledge areas of financial planning BUT SMSF.

Authorisations to provide financial product advice

  • ROBBY JOHN SOUTHALL
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning Tribeca

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000231103 FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence controlled by: FIDUCIAN GROUP LIMITED
Further restrictions: Robby is able to provide financial advice in all knowledge areas of financial planning BUT SMSF.
2015-07-23 - FIDUCIAN FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence Number 000231103
Licence ABN 46094765134

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRIAN ANDREW GREAVES Fiducian Financial Services Pty Ltd Current 2018-08-21
GARY RAYMOND AMMON Fiducian Financial Services Pty Ltd Current 2018-05-24
RICHARD PIESSE Fiducian Financial Services Pty Ltd Current 2018-04-09
JOSHUA GRAHAM CHARTERS Fiducian Financial Services Pty Ltd Current 2018-02-05
ALEXANDER JACK WILSON Fiducian Financial Services Pty Ltd Current 2018-01-19
TU THI VO Fiducian Financial Services Pty Ltd Current 2018-01-19
LYNNE MAREE NEVILLE Fiducian Financial Services Pty Ltd Current 2017-11-13
AMY GRACE LIPPIS Fiducian Financial Services Pty Ltd Current 2017-11-03
AMY LEE HOAD Fiducian Financial Services Pty Ltd Current 2017-08-23
TOBY JAMES ALLEN Fiducian Financial Services Pty Ltd Current 2017-07-27

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

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.