Carolyn Roper Financial Planner Report

Name:
Carolyn Roper

Rep Number:
000436944

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2015-08-01 onwards

Licensee
Name:

Number:
000247429

ABN:
33 093 667 595

Appointed By
Name:
Fitzpatricks Private Wealth Pty Ltd

Licence Number:
000247429

ABN:
33 093 667 595

May advise on following product areas:
Non-basic Deposit Products
Old Law Securities Options Contracts and Warrants Securities
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
928 Margin Lending - Knowledge and Skills
Kaplan Professional
Accredited Listed Product Adviser Program
Financial Planning Association
Diploma of Financial Planning
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Tax Practitioners Board (TPB)