Michelle Roberts Financial Planner Report

Name:
Michelle Louise Roberts

Rep Number:
000323427

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2013-10-29 onwards

Location:
Seaford, Melbourne, VIC, 3198

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services
RMIT
Bachelor of Business (Property)
Kaplan
Diploma of Financial Services (FP)