Carol Roberts Financial Planner Report

Name:
Carol Roberts

Rep Number:
000453843

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2017-02-03 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Baby Boomers Super Pty Ltd

Licence Number:
000453842

ABN:
28 167 453 643

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Southern Queensland
Associate Degree in Commerce
Mentor Education Pty Ltd
Diploma of Financial Planning
International Institute of Technology
FNS60415 Advanced Diploma of Financial Planning
University of New England
Masters of Commerce
SMSF Association
SMSF Specialist Advisor

Memberships
Institute of Public Accountants (IPA)
National Tax and Accountants Association
SMSF Association
SSA SMSF Specialist Accreditation (SPAA)
SSA � SMSF Specialist Accreditation (SPAA)