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- Timothy William Robb
Timothy William Robb
- Name
- Timothy William Robb
- ID
- 402072
- ABN
- –
- First Provided Advice
- 2011
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2010 - Bachelor of Commerce (Financial Planning & International Business) - - University of Wollongong
- 2011 - Core 1 Securities & Managed Investments Accreditation - - Stockbrokers Association of Australia
- 2011 - Margin Lending and Geared Investments - - Kaplan
- 2017 - Master of Applied Finance - - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Personal Financial Services ltd (#234459)
- Commenced
- April 4, 2019
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
- Bravium Pty Ltd (#313389)
- Commenced
- Jan. 28, 2015
- Ceased
- March 1, 2017
- Status
- Ceased
- Licence Holder
- Dixon Advisory & Superannuation Services Pty Limited (#231143)
- Commenced
- March 22, 2011
- Ceased
- Sept. 20, 2013
- Status
- Ceased
- Licence Holder
- Financial Index Australia Pty Ltd (#240559)
- Commenced
- June 26, 2017
- Ceased
- Dec. 22, 2017
- Status
- Ceased
- Licence Holder
- Findex Advice Services Pty Ltd (#243253)
- Commenced
- March 2, 2017
- Ceased
- March 30, 2017
- Status
- Ceased
- Licence Holder
- First State Super Financial Services Pty Ltd (#240019)
- Commenced
- Dec. 14, 2015
- Ceased
- May 11, 2016
- Status
- Ceased
- Licence Holder
- Macquarie Equities Limited (#237504)
- Commenced
- Feb. 20, 2018
- Ceased
- Feb. 13, 2019