Robert Desmond Wintour
Financial Adviser in Deakin, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250931
- Location
- Deakin ACT 2600
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 23 June 2011
- First provided advice
- 2000
- Qualifications
- Bachelor of Business (Accounting), Queensland University of Technology (1992); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2000); SMSF Course, University of Adelaide (2015)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Desmond Wintour
On the Financial Advisers Register kept by ASIC, Robert Desmond Wintour appears as a current financial adviser in Deakin, Australian Capital Territory, adviser number 000250931.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 23 June 2011.
The register records 2000 as the year Robert first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Queensland University of Technology, 1992), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2000) and SMSF Course (University of Adelaide, 2015).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Robert Desmond Wintour a registered financial adviser?
Yes. Robert Desmond Wintour is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250931.
Which licensee does Robert Desmond Wintour work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Robert Desmond Wintour 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."