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