Robert Northcoat Financial Planner Report

Name:
Robert Stronach Dunn Northcoat

Rep Number:
000269917

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2008-09-05 onwards

Location:
Kalgoorlie, , WA, 0

Licensee
Name:

Number:
000327250

ABN:
86 130 835 380

Appointed By
Name:
Northcoats Pty Ltd

Licence Number:
000269916

ABN:
45 063 546 967

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
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner (CFP) Accreditation
SMSF Association
SMSF Specialist Advisor (SSA) Accreditation
Tax Practitioners Board
Tax (Financial) Advisor

Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Planning Association of Australia (FPA)
SMSF Association