Thomas Roberts Financial Planner Report

Name:
Thomas William Roberts

Rep Number:
000430361

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2012-11-02 onwards

Licensee
Name:

Number:
000235410

ABN:
49 010 669 726

Appointed By
Name:
Morgans Financial Limited

Licence Number:
000235410

ABN:
49 010 669 726

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
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Securities
Superannuation

Qualifications
Griffith University
Bachelor of Business (Economics)
Kaplan
Diploma of Financial Planning