Judith Jocelyn Groom – Financial Adviser
Adviser identifying number: 1004268
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: ADVISER NETWORK PTY LTD
Licence number: 232729
Licensee’s ABN: 25056310699
Licence controlled by: LINK ADMINISTRATION HOLDINGS LIMITED ~ LINK DIGITAL SOLUTIONS PTY LIMITED ~ LONSEC FISCAL HOLDINGS PTY LTD [Date Ceased: 15/06/2017]
The date the Financial Adviser commenced the appointment: 24/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERCY SUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000447518
Authorised Representative’s ABN: 61164582389
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:
- CFP – FPA
- General Insurance – The ANZ Instit of Insur & Finance Inc
- Grad Dip Personal Financial Planning – Uni of Sthn Qld
- Life Insurance – Australian Insurance Institute
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Judith Jocelyn Groom is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic 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
- Securities
- Superannuation