Kelly Roche Financial Planner Report

Name:
Kelly Ann Roche

Rep Number:
000226338

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2013-11-21 onwards

Location:
Mooloolaba, South Eastern, QLD, 4557

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
University of London
Bachelor of Science (Economics)
Securities Institute
Graduate Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)