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: