Jessica Roberts Financial Planner Report

Name:
Jessica Lee Roberts

Rep Number:
001003071

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-02-02 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Charles Sturt University
Bachelor of Business
Financial Planning Association of Australia
Certified Financial Planner
Kaplan Professional Education
Diploma of Financial Services (Financial Planning)
Charles Sturt University
Graduate Diploma of Applied Finance

Memberships
Financial Planning Association of Australia (FPA)