Roy Hall Financial Planner Report

Name:
Roy John Hall

Rep Number:
000254281

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2013-05-01 onwards

Location:
Labrador, South Eastern, QLD, 4215

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca Learning
Diploma of Financial Services (Financial Planning) (FNS50804)
Kaplan Professional Education
Estate Planning
The National Finance Institute
FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management)
Tribeca Learning
Taxation Planning

Memberships
Association of Financial Advisers (AFA)
MDRT - The Premier Association of Financial Professionals