Jonathan Paul Roberts – Financial Adviser
Adviser identifying number: 447678
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: PRICEWATERHOUSECOOPERS SECURITIES LTD
Licence number: 244572
Licensee’s ABN: 54003311617
Licence controlled by: PRICEWATERHOUSECOOPERS NOMINEES (N.S.W.) PTY LTD
The date the Financial Adviser commenced the appointment: 13/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRICEWATERHOUSECOOPERS SECURITIES LTD
Authorised Representative identifying number: 244572
Authorised Representative’s ABN: 54003311617
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:
- Bachelor of Science (Hons) Mathematics – University of Nottinghan, England
- Chartered Accountant – Institute of Chartered Accountants Australia (ICAA)- now known as CAANZ
- Chartered Accountant – Institute of Chartered Accountants, England and Wales (ICAEW)
- RG146 qualification – Quantum Financial Training
- Registered auditor – Australian Securities and Investments Commission IASIC)
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Jonathan Paul Roberts is authorised to provide advices on following products:
- Securities