Halina Louise Roach – Financial Adviser
Adviser identifying number: 1003727
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: FYG PLANNERS PTY LTD
Licence number: 224543
Licensee’s ABN: 55094972540
Licence controlled by: The Trustee for Mancell Family Trust
The date the Financial Adviser commenced the appointment: 20/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YOUR FAMILY CFO PTY LTD
Authorised Representative identifying number: 1247942
Authorised Representative’s ABN: 52613883631
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 Business (Banking and Finance) – Monash University
- Certified Financial Planner – Financial Planning Association of Australia
- Graduate Diploma of Financial Planning – Securities Institute
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Halina Louise Roach is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility