David Victor Rhett Robertson

Name
David Victor Rhett Robertson
ID
246122
ABN
First Provided Advice
2003

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Exchangeiq Advisory Group Pty Limited (#255016)
Commenced
Feb. 12, 2020
Ceased
March 1, 2020
Status
Ceased
Licence Holder
Exchangeiq Advisory Group Pty Limited (#255016)
Commenced
Nov. 16, 2018
Ceased
Feb. 7, 2020
Status
Ceased
Licence Holder
Shartru Wealth Management Pty Ltd (#422409)
Commenced
March 2, 2020
Ceased
July 24, 2020
Status
Ceased
Licence Holder
Wealth Today Pty Ltd (#340289)
Commenced
July 27, 2020
Ceased
June 8, 2023
Status
Ceased
Licence Holder
Acn 128 650 037 Pty Limited (#323825)
Commenced
Feb. 27, 2013
Ceased
Nov. 16, 2018
Status
Ceased
Licence Holder
Insignia Platforms Pty Ltd (#310487)
Commenced
June 12, 2012
Ceased
Feb. 27, 2013
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
June 24, 2005
Ceased
June 12, 2012