Bradley Samuel Roberts – Financial Adviser
Adviser identifying number: 339585
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD
The date the Financial Adviser commenced the appointment: 03/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PEAK PARTNERSHIP WEALTH DESIGN SOLUTIONS PTY LTD
Authorised Representative identifying number: 415154
Authorised Representative’s ABN: 84010159556
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 Business (Accountancy) – QLD University of Technology
- Diploma of Financial Services (Financial Planning) – CPA Australia
- Margin Lending and Geared Investments – Kaplan Professional
- Professional Diploma in Stockbroking – Deakin University
- SMSF Borrowings Specialist Adviser Education Program – Financial Review Professional Education
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Bradley Samuel Roberts is authorised to provide advices on following products:
- 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility