Robert Avery Financial Planner Report

Name:
Robert Michael Avery

Rep Number:
000241938

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2005-04-18 onwards

Location:
Scarborough, , WA, 0

Licensee
Name:

Number:
000246305

ABN:
97 078 162 393

Controlled By:

Appointed By
Name:
Jimnik Pty Ltd

Licence Number:
000242079

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
University of Newcastle
Bachelor of Commerce
RMIT University
Diploma of Financial Planning
WA College of Advanced Education
Graduate Diploma in Finance

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)