David Roberts – Financial Adviser

Adviser identifying number: 417146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1986

Name of the licence holder: FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence number: 237590
Licensee’s ABN: 15089512587
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED

The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL SERVICES PARTNERS PTY LIMITED
Authorised Representative identifying number: 237590
Authorised Representative’s ABN: 15089512587

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:

• 925 Life Insurance – Knowledge only – KAPLAN
• Advanced Diploma of Financial Services – Mentor Education
• Diploma of Financial Services (Insurance Broking) – National Insurance Brokers Association
• Fellow, Chartered Financial Practitioner – Asia Pacific Financial Services Association
• MBA – University of Western Australia

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

David Roberts is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products