Carol Roberts – Financial Adviser

Adviser identifying number: 453843
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 20/02/2014
The date the Financial Adviser ceased the appointment: 12/01/2017
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 000234664
Authorised Representative’s ABN: 11074225353

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:

• Associate Degree in Commerce – University of Southern Queensland
• Diploma of Financial Planning – Mentor Education Pty Ltd
• FNS60415 Advanced Diploma of Financial Planning – International Institute of Technology
• Masters of Commerce – University of New England
• SMSF Specialist Advisor – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• National Tax and Accountants Association
• SMSF Association
• SSA SMSF Specialist Accreditation (SPAA)
• SSA ? SMSF Specialist Accreditation (SPAA)

Carol Roberts is authorised to provide advices on following products: