Greg Roberts Financial Planner Report

Name:
Greg Roberts

Rep Number:
000252866

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2004-01-19 onwards

Location:
Kalamunda, , WA, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

May advise on following product areas:
Non-basic Deposit Products
Derivatives
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
Securities
Superannuation

Qualifications
Deakin University/Financial Planning Association of Australia
Diploma of Financial Planning
Kaplan Professional Education
FNS40811 - Certificate IV in Finance and Mortgage Broking
Curtin University
Graduate Certificate in Taxation
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)