Helen Ann Rogers – Financial Adviser

Adviser identifying number: 1245916
Status: Current
Adviser’s ABN: 22525189225
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SMSF ADVISERS NETWORK PTY LTD
Licence number: 430062
Licensee’s ABN: 64155907681
Licence controlled by: NATIONAL TAX & ACCOUNTANTS’ ASSOCIATION LIMITED

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVISERS NETWORK PTY LTD
Authorised Representative identifying number: 430062
Authorised Representative’s ABN: 64155907681

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 Planning – Mentor Education
  • Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • Institute of Public Accountants (IPA)
  • National Tax and Accountants Association
  • Tax Practitioners Board
  • Taxpayers Australia

Helen Ann Rogers is authorised to provide advices on following products:

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