Geoffrey Damian Jarrett Da Roza – Financial Adviser

Adviser identifying number: 1006278
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1988

Name of the licence holder: JARRETT DA ROZA FINANCIAL PLANNING PTY LIMITED
Licence number: 253214
Licensee’s ABN: 92003735493
Licence controlled by:

The date the Financial Adviser commenced the appointment: 28/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JARRETT DA ROZA FINANCIAL PLANNING PTY LIMITED
Authorised Representative identifying number: 253214
Authorised Representative’s ABN: 92003735493

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:

• Bachelor of Science in Agriculture – University of Sydney
• Certified Financial Planner – Financial Planning Assoc of Aust
• Master of Science in Agriculture – University of New England

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Geoffrey Damian Jarrett Da Roza is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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