Jason Roberts Financial Planner Report

Name:
Jason Paul Roberts

Rep Number:
000242628

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2014-09-19 onwards

Location:
Mildura, , VIC, 0

Licensee
Name:

Number:
000223280

ABN:
38 005 526 992

Appointed By
Name:
Securinvest Financial Planners Pty. Ltd.

Licence Number:
000223280

ABN:
38 005 526 992

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
CFP Program
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)