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Financial Advisers: ANGUS ALLAN ROBERTSON Information

This is the detailed information about ANGUS ALLAN ROBERTSON, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000224783, the year the Financial Adviser first provided advice is 1997 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000224783
Financial Adviser Name: ANGUS ALLAN ROBERTSON
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 1997
Adviser Town: Sunbury
Adviser State: VIC
Adviser Postcode: 3429
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: OZPLAN FINANCIAL SERVICES PTY LTD
    Licence Number: 000221235
    Licence ABN: 35005391202
    The date the Financial Adviser commenced the appointment: 2015-06-25
    Authorised Representative Name: OZPLAN FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000221235
    Rep Appointed ABN: 35005391202
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (ACC) - RMIT University ~ Diploma of Financial Planning (FPA) - Financial Planning Association
  2. Financial Adviser Status: Ceased
    Name of the licence holder: XANTIAS FINANCIAL MANAGEMENT PTY LTD
    Licence Number: 000247106
    Licence ABN: 62080262997
    The date the Financial Adviser commenced the appointment: 2014-11-18
    The date the Financial Adviser ceased the appointment: 2015-06-15
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Business (ACC) - RMIT University ~ Diploma of Financial Planning (FPA) - Financial Planning Association

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.