Robert Waldron Financial Planner Report

Name:
Robert Waldron

Rep Number:
000238387

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2003-10-01 onwards

Location:
Bentleigh, , VIC, 0

Licensee
Name:

Number:
000230458

ABN:
12 062 230 424

Appointed By
Name:
Totally Integrated Financial Planning Pty. Ltd.

Licence Number:
000230458

ABN:
12 062 230 424

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
The Securities Institue of Australia (now Financial Services Institute of Australasia)
Certificate in Financial Markets
Financial Planning Association
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia
Tax Practitioners Board