Ian Robertson Financial Planner Report

Name:
Ian Robertson

Rep Number:
000231714

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Epping, Sydney, NSW, 2121

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

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
Chartered Accountants Australia New Zealand
Chartered Accountant

Memberships
SMSF Association - SMSF Specialist Advisor (SSA)