Robert Storey Financial Planner Report

Name:
Robert Storey

Rep Number:
000255360

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2015-11-25 onwards

Licensee
Name:

Number:
000286786

ABN:
30 113 531 034

Controlled By:

Appointed By
Name:
Finsense Financial Planning Services Pty Ltd

Licence Number:
000290406

May advise on following product areas:
Non-basic Deposit Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Monash University
Graduate Diploma of Banking & Finance
Kaplan
Margin Lending and Geared Investments
International Institute of Technology
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association