Berenice Roberts Financial Planner Report

Name:
Berenice Roberts

Rep Number:
001006049

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2004-02-16 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
Financial Planning Association
CFP
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)