John Clayton Robertson
Financial Adviser in Mount Hawthorn, Western Australia, Australia
Review John Clayton Robertson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000274929
- Location
- Mount Hawthorn WA 6016
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 10 May 2024
- First provided advice
- 1987
- Qualifications
- Bachelor of Business (Accounting), Curtain University (WA) (1983); Diploma of Financial Planning, Financial Planning Association (2002); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2012); ASX Listed Products Accreditation Course (LPAC), LPAC Online Pty Ltd (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Register status
- Current
About John Clayton Robertson
John Clayton Robertson is a financial adviser in Mount Hawthorn, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000274929.
Advice is given under the Australian financial services licence of Avalonfs Pty Ltd, licence number 437518. The current authorisation started on 10 May 2024.
According to the register, John first provided financial advice in 1987. The qualifications listed for John include Bachelor of Business (Accounting) (Curtain University (WA), 1983), Diploma of Financial Planning (Financial Planning Association, 2002) and Margin Lending and Geared Investments (Kaplan, 2011). John is recorded as a member of Financial Advice Association of Australia (FAAA).
John 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.
Reviews
Nobody has reviewed John Clayton Robertson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is John Clayton Robertson a registered financial adviser?
Yes. John Clayton Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000274929.
Which licensee does John Clayton Robertson work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can John Clayton Robertson 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.