Carolyn Roper – Financial Adviser

Adviser identifying number: 436944
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: FITZPATRICKS PRIVATE WEALTH PTY LTD
Licence number: 247429
Licensee’s ABN: 33093667595
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FITZPATRICKS PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 247429
Authorised Representative’s ABN: 33093667595

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:

• 928 Margin Lending – Knowledge and Skills – Kaplan Professional
• Accredited Listed Product Adviser Program – Kaplan Professional
• Diploma of Financial Planning – Financial Planning Association
• Self Managed Superannuation Funds – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Tax Practitioners Board (TPB)

Carolyn Roper is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Old Law Securities Options Contracts and Warrants Securities