Anna-marie Robertshaw Financial Planner Report

Name:
Anna-marie Robertshaw

Rep Number:
000254369

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2015-11-24 onwards

Licensee
Name:

Number:
000478935

Appointed By
Name:
Blueprint Advisory Services Pty Ltd

Licence Number:
000344562

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
Financial Planning Association & Deakin University
Diploma of Financial Planning
Financial Services Training & Assessment Pty Ltd
Diploma of Financial Services (Financial Planning)
GWM Adviser Services Limited
Margin Lending

Memberships
Financial Planning Association of Australia (FPA)