Robert Bauman Financial Planner Report

Name:
Robert Bauman

Rep Number:
000231830

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2010-06-30 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
University of Tennessee
BSci in Bus Admin (Hons)
Count Wealth Accountants
Introductory Training Course
Kaplan
SMSF
Count Wealth
Self Managed Superannuation Funds

Memberships
National Tax & Accountants Association
Tax Practitioners Board