Daniel Christopher Roberts – Financial Adviser
Adviser identifying number: 1234496
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence number: 238244
Licensee’s ABN: 51060092631
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD
The date the Financial Adviser commenced the appointment: 14/08/2015
The date the Financial Adviser ceased the appointment: 10/05/2016
Name of the Authorised Representative: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 000238244
Authorised Representative’s ABN: 51060092631
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:
- Advanced Diploma of Financial Planning – Kaplan Professional
- Bachelor of Business (Accounting/Financial Planning) – Charles Sturt University
- Bachelor of Business (Finance/Economics) – Charles Sturt University
- Self Managed Superannuation Core Course – DBA Network
Relevant memberships of professional bodies or industry associations:
Daniel Christopher Roberts is authorised to provide advices on following products: