Joan Berkery-coleman – Financial Adviser

Adviser identifying number: 322370
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: HILLROSS FINANCIAL SERVICES LIMITED
Licence number: 232705
Licensee’s ABN: 77003323055
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 20/02/2008
The date the Financial Adviser ceased the appointment: 02/09/2016
Name of the Authorised Representative: HILLROSS FINANCIAL SERVICES LIMITED
Authorised Representative identifying number: 000232705
Authorised Representative’s ABN: 77003323055

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Commerce – University of Melbourne
• Diploma of Financial Services (Financial Planning) – Tribeca
• Graduate Diploma in Banking and Finance – Monash University
• Master of Applied Finance – University of Melbourne

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• Fellow of Finsia (FINSIA)
• Financial Planning Association of Australia (FPA)
• Finsia – Financial Services Institute of Australia

Joan Berkery-coleman is authorised to provide advices on following products: