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Financial Advisers: ROBERT JOHN JACOBSEN Information
This is the detailed information about ROBERT JOHN JACOBSEN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000418923, the year the Financial Adviser first provided advice is 2001 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:56:09.
Financial Adviser Number: 000418923
Financial Adviser Name: ROBERT JOHN JACOBSEN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
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Financial Adviser Status: CurrentName of the licence holder: CONSILIUM ADVICE PTY LTDLicence Number: 000424974Licence ABN: 86158826647The company(ies) or people who control the licensee's business: CONSILIUM ADVICE PTY LTDThe date the Financial Adviser commenced the appointment: 2019-04-08Authorised Representative Name: CONSILIUM ADVICE PTY LTDAuthorised Representative Number: 000424974Rep Appointed ABN: 86158826647Fin Deposit and Payment Products/Non-basic Deposit Products: 1Fin Government Debentures, Stocks or Bonds: 1Fin Life Products/Investment Life Insurance Products: 1Fin Life Products/Life Risk Insurance Products: 1Fin Managed Investment Schemes, including IDPS: 1Fin Securities: 1Fin Superannuation: 1Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)Provides details on areas the Financial Adviser is restricted from giving advice on: Advice in Securities - Limited to Model Portfolios
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Financial Adviser Status: CeasedName of the licence holder: FUTURO FINANCIAL SERVICES PTY LTDLicence Number: 000238478Licence ABN: 30085870015The company(ies) or people who control the licensee's business: HIGHFIELD GROUP PTY LTDThe date the Financial Adviser commenced the appointment: 2004-01-10The date the Financial Adviser ceased the appointment: 2008-06-10Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: AMP FINANCIAL PLANNING PTY LIMITEDLicence Number: 000232706Licence ABN: 89051208327The company(ies) or people who control the licensee's business: AMP ADVICE HOLDINGS PTY LTD ~ AMP GROUP HOLDINGS LIMITED ~ AMP HOLDINGS LIMITED ~ AMP LIMITED ~ AMP WEALTH MANAGEMENT HOLDINGS PTY LTD ~ NATIONAL MUTUAL FUNDS MANAGEMENT (GLOBAL) LIMITEDThe date the Financial Adviser commenced the appointment: 2012-03-15The date the Financial Adviser ceased the appointment: 2015-10-30Authorised Representative Name: AMP FINANCIAL PLANNING PTY LIMITEDAuthorised Representative Number: 000232706Rep Appointed ABN: 89051208327Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)Provides details on areas the Financial Adviser is restricted from giving advice on: Authorised to provide personal financial product advice to retail clients on MDA services.
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Financial Adviser Status: CeasedName of the licence holder: MLC LIMITEDLicence Number: 000230694Licence ABN: 90000000402The company(ies) or people who control the licensee's business: NIPPON LIFE INSURANCE COMPANYThe date the Financial Adviser commenced the appointment: 2011-09-10The date the Financial Adviser ceased the appointment: 2011-12-01Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)
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Financial Adviser Status: CeasedName of the licence holder: PREMIUM ADVISORY PTY LTDLicence Number: 000472548Licence ABN: 73600166774The company(ies) or people who control the licensee's business: AUSTRALIAN ADVISORY PTY LTDThe date the Financial Adviser commenced the appointment: 2018-11-02The date the Financial Adviser ceased the appointment: 2019-04-08Authorised Representative Name: PREMIUM ADVISORY PTY LTDAuthorised Representative Number: 000472548Rep Appointed ABN: 73600166774Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)Provides details on areas the Financial Adviser is restricted from giving advice on: Advice in Securities - Limited to Model Portfolios
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Financial Adviser Status: CeasedName of the licence holder: DOVER FINANCIAL ADVISERS PTY LTDLicence Number: 000307248Licence ABN: 87112139321The company(ies) or people who control the licensee's business: TERRY MCMASTER [Date Ceased: 2018-08-01]The date the Financial Adviser commenced the appointment: 2016-02-04The date the Financial Adviser ceased the appointment: 2018-07-06Authorised Representative Name: DOVER FINANCIAL ADVISERS PTY LTDAuthorised Representative Number: 000307248Rep Appointed ABN: 87112139321Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Certificate IV Financial Services (Finance/Mortgage Broking) - International Institute of Technology Pty Ltd (IIT) ~ Diploma of Financial Planning - Financial Planning Association (FPA)Provides details of memberships of professional bodies or industry associations relevant to providing financial services: CFP - Certified Financial Planner (FPA) ~ FBAA - Finance Brokers Association of Australia ~ Financial Planning Association of Australia (FPA)
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.