Angus Robertson Financial Planner Report

Name:
Angus Allan Robertson

Rep Number:
000224783

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2015-06-25 onwards

Location:
Sunbury, Melbourne, VIC, 3429

Licensee
Name:

Number:
000221235

ABN:
35 005 391 202

Appointed By
Name:
Ozplan Financial Services Pty Ltd

Licence Number:
000221235

ABN:
35 005 391 202

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
RMIT University
Bachelor of Business (ACC)
Financial Planning Association
Diploma of Financial Planning (FPA)