Andrea Chanelle Roberts – Financial Adviser
Adviser identifying number: 1237915
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: BREAKAWAY FINANCE GROUP PTY LTD
Licence number: 410525
Licensee’s ABN: 57124739206
Licence controlled by: Mark Godfrey Roberts
The date the Financial Adviser commenced the appointment: 11/12/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BREAKAWAY FINANCE GROUP PTY LTD
Authorised Representative identifying number: 410525
Authorised Representative’s ABN: 57124739206
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:
- Certificate IV Real Estate – PRET
- Diploma of Finance & Mortgage Broking – FARSTA
- Diploma of Financial Planning – Mentor Education
Relevant memberships of professional bodies or industry associations: MFAA
Andrea Chanelle 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