David Robertson Financial Planner Report

Name:
David Victor Rhett Robertson

Rep Number:
000246122

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-02-27 onwards

Location:
Elanora, South Eastern, QLD, 4221

Licensee
Name:

Number:
000323825

ABN:
93 128 650 037

Appointed By
Name:
Yellow Brick Road Wealth Management Pty Limited

Licence Number:
000323825

ABN:
93 128 650 037

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
RMIT University
Bachelor of Business (Accountancy)
Financial Planning Accociation of Australia Ltd
Diploma of Financial Planning
Securitor
Financial Essentials

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