Brigid Robertson Financial Planner Report

Name:
Brigid Robertson

Rep Number:
001001293

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2016-02-22 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities
Superannuation

Qualifications
Kaplan Education
Margin Lending and Geared Investments
RMIT / SDIA
RMIT / SDIA Superannuation Module
SDIA / Deakin
SDIA Accreditation Program Assessment