David Roberts – Financial Adviser

Adviser identifying number: 239986
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: FIDUCIAN FINANCIAL SERVICES PTY LTD
Licence number: 231103
Licensee’s ABN: 46094765134
Licence controlled by: FIDUCIAN GROUP LIMITED

The date the Financial Adviser commenced the appointment: 09/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIDUCIAN FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 231103
Authorised Representative’s ABN: 46094765134

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:

• Diploma of Financial Services (Financial Planning) – Integratec (Aust) Pty Limited
• Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations:

David Roberts 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