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: