Roger Colbeck Financial Planner Report

Name:
Roger Colbeck

Rep Number:
000273584

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2015-01-13 onwards

Location:
Moonah, , TAS, 0

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
Deakin University/Financial Planning Association of Australia
Diploma of Financial Planning
Australian Insurance Institute
Diploma of Life Insurance
University of Western Sydney
Master of Commerce (Financial Planning)
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association