Financial Adviser
· MOUNT HAWTHORN, WA
John Clayton Robertson
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000274929
John Clayton Robertson is a financial adviser based in Mount Hawthorn, Western Australia, with 39 years of experience in the financial services industry. John is currently authorised under Avalonfs Pty Ltd. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Curtain University (WA). John is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
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
Registration History
RG AFSL PTY LTD
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register