Paul Robertson
Financial Adviser in Cockburn Central, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003619
- Location
- Cockburn Central WA 6164
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 31 May 2018
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Economics and Finance), Curtin University (1999); Graduate Diploma of Financial Planning, Securities Institute (2003); Advanced Strategies for Self Managed Superannuation, ThreeSixty (2008); Margin Lending, MLC (2010); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Robertson
On the Financial Advisers Register kept by ASIC, Paul Robertson appears as a current financial adviser in Cockburn Central, Western Australia, adviser number 001003619.
Paul provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. The current authorisation started on 31 May 2018.
According to the register, Paul first provided financial advice in 2005. The qualifications listed for Paul include Bachelor of Commerce (Economics and Finance) (Curtin University, 1999), Graduate Diploma of Financial Planning (Securities Institute, 2003) and Advanced Strategies for Self Managed Superannuation (ThreeSixty, 2008). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul 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 Paul Robertson a registered financial adviser?
Yes. Paul Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003619.
Which licensee does Paul Robertson work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Paul 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.