David Robson Financial Planner Report

Name:
David John Robson

Rep Number:
000232034

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2017-07-03 onwards

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

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
LPACOnline
ASX Listed Products Accreditation Course
University of Newcastle
Bachelor of Commerce
Chartered Accountants Australia New Zealand
Chartered Accountant
Kaplan
Margin Lending and Geared

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)