Corey Roberts Financial Planner Report

Name:
Corey Dale Roberts

Rep Number:
000236659

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2004-05-17 onwards

Location:
Adelaide, , SA, 0

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Meritum Financial Group Pty Ltd

Licence Number:
000245569

ABN:
93 106 888 215

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
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Diploma - Financial Planning

Memberships
Association of Financial Advisers (AFA)