Robert Mcgregor Financial Planner Report

Name:
Robert John Mcgregor

Rep Number:
000245050

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2016-10-11 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Mcgregor Wealth Management Pty Ltd

Licence Number:
000418210

May advise on following product areas:
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
Securities Institute
Certificate of Financial Markets
Financial Planning Association of Australia
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)