Rob Shakespeare Financial Planner Report

Name:
Rob Jon Shakespeare

Rep Number:
001002991

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed By
Name:
National Australia Bank Limited

Licence Number:
000230686

ABN:
12 004 044 937

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Advanced Diploma - Financial Planning
Brisbane College of Advanced Education
Bachelor Degree - Business
Financial Planning Association of Australia
CFP - Certified Financial Planner
The Securities Institute of Australia
Graduate Diploma - Applied Finance

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)
SMSF Association
Taxation Institute of Australia