David John Robson
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232034
- Location
- Erina NSW 2250
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 3 July 2017
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, The University of Newcastle (1979); Chartered Accountant, Chartered Accountants Australia New Zealand (1980); Certificate IV in Financial Services (Finance/Mortgage Broking), Intellitrain (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); ASX Listed Products Accreditation Course, LPAC Online Pty Ltd (2011)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Robson
David John Robson is a financial adviser in Erina, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000232034.
David provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 3 July 2017.
The register records 2002 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of Newcastle, 1979), Chartered Accountant (Chartered Accountants Australia New Zealand, 1980) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Intellitrain, 2009). Professional memberships recorded: CPA Australia (CPA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David John Robson a registered financial adviser?
Yes. David John Robson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232034.
Which licensee does David John Robson work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can David John Robson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.