Dale Robinson Financial Planner Report

Name:
Dale Robinson

Rep Number:
000271768

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2009-08-31 onwards

Location:
Willetton, Perth, WA, 6155

Licensee
Name:

Number:
000286786

ABN:
30 113 531 034

Controlled By:

Appointed By
Name:
Planwise Financial Services Pty Ltd

Licence Number:
000237930

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
Financial Planning Association of Australia
Certified Financial Planner
Deakin Financial Services Group
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)