Brett Charles Roberts – Financial Adviser

Adviser identifying number: 329920
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 18/09/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 232705
Authorised Representative’s ABN: 77003323055

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Accounting – Institute of Chartered Accountants Australia (ICAA)
• Bachelor of Business (Accounting) – Queensland University of Technology (QUT)
• Bachelor of Law – Queensland University of Technology (QUT)
• Diploma of Financial Services (Financial Planning) – Mentor Education Pty Ltd
• Professional Diploma in Stockbroking – DeakinPrime

Relevant memberships of professional bodies or industry associations:

• CA – Chartered Accountants
• Stockbrokers Association of Australia

Brett Charles Roberts is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility