Robert Dugdale Financial Planner Report

Name:
Robert Edward Dugdale

Rep Number:
000244805

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-01-17 onwards

Licensee
Name:

Number:
000224954

ABN:
94 003 771 579

Appointed By
Name:
Total Financial Solutions Australia Limited

Licence Number:
000224954

ABN:
94 003 771 579

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
Superannuation

Qualifications
Griffith University
Bachelor of Business
FPA
Certified Financial Planner
CPA
Certified Practicing Accountant
Kaplan Professional
Margin Lending and Geared Investments
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)