Robert Ross Financial Planner Report

Name:
Robert James Ross

Rep Number:
000314026

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2017-04-18 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Deakin University/ Financial Planning Association
Graduate Certificate Of Financial Planning
Deakin University/ Financial Planning Association
Master of Financial Planning
SMSF Association
SMSF Specialist Advisor (SSA)

Memberships
Financial Planning Association of Australia (FPA)
SMSF Professionals' Association of Australia