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- Financial Advisers Australia (FAA)
- John Clayton Robertson
John Clayton Robertson
- Name
- John Clayton Robertson
- ID
- 274929
- ABN
- 21249397602
- First Provided Advice
- 1987
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1983 - Bachelor of Business (Accounting) - - Curtain University (WA)
- 2002 - Diploma of Financial Planning - - Financial Planning Association
- 2011 - Margin Lending and Geared Investments - - Kaplan
- 2012 - Self Managed Superannuation Funds - - Kaplan
- 2014 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Oracle Advisory Group Pty. Ltd. (#540806)
- Commenced
- Jan. 3, 2024
- Ceased
- May 10, 2024
- Status
- Ceased
- Licence Holder
- Oracle Investment Management Pty Ltd (#430574)
- Commenced
- Oct. 13, 2020
- Ceased
- April 22, 2022
- Status
- Ceased
- Licence Holder
- Oracle Investment Management Pty Ltd (#430574)
- Commenced
- July 28, 2022
- Ceased
- Jan. 3, 2024
- Status
- Current
- Licence Holder
- Avalonfs Pty ltd (#437518)
- Commenced
- May 10, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Acn 130 288 578 Pty Ltd (#326450)
- Commenced
- March 1, 2015
- Ceased
- Aug. 24, 2017
- Status
- Ceased
- Licence Holder
- RG Afsl Pty Ltd (#493702)
- Commenced
- Aug. 23, 2017
- Ceased
- Oct. 13, 2020
- Status
- Ceased
- Licence Holder
- Wealthsure Pty Ltd (#238030)
- Commenced
- June 26, 2009
- Ceased
- Feb. 28, 2015