Daniel Robertson Financial Planner Report

Name:
Daniel James Robertson

Rep Number:
001006375

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-05-23 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
University of South Australia
Bachelor of Accounting
RMIT
Bachelor of Business (Economics & Finance)
FPA
Certified Financial Planner
RMIT
Master of Business (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)