David Roberts Financial Planner Report

Name:
David Roberts

Rep Number:
000239986

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2016-08-09 onwards

Licensee
Name:

Number:
000231103

ABN:
46 094 765 134

Controlled By:

Appointed By
Name:
Fiducian Financial Services Pty Ltd

Licence Number:
000231103

ABN:
46 094 765 134

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec (Aust) Pty Limited
Diploma of Financial Services (Financial Planning)
Mentor Education
Self Managed Superannuation Fund Adviser (Personal Advice)