Robert Amos Financial Planner Report

Name:
Robert Angus Amos

Rep Number:
000237718

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2014-05-06 onwards

Location:
Malvern, Melbourne, VIC, 3144

Licensee
Name:

Number:
000452996

ABN:
24 167 151 420

Appointed By
Name:
Nextplan Financial Pty Ltd

Licence Number:
000452996

ABN:
24 167 151 420

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Universal Wealth Management
Certificate 4 in Financial Services (Finance / Mortgage Broking Management)
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma of Financial Planning