John Robertson Financial Planner Report

Name:
John Clayton Robertson

Rep Number:
000274929

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

ABN:
21 249 397 602

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
LPAC Online Pty Ltd
ASX Listed Products Accreditation Course (LPAC)
Curtain University (WA)
Bachelor of Business (Accounting)
Financial Planning Association
Diploma of Financial Planning
Kaplan
Margin Lending and Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)