Kiriley Roper – Financial Adviser

Adviser identifying number: 411234
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
Licence number: 301642
Licensee’s ABN: 86110682196
Licence controlled by:

The date the Financial Adviser commenced the appointment: 12/09/2011
The date the Financial Adviser ceased the appointment: 15/01/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – University of Southern Queensland
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Margin Lending – Kaplan Professional
  • Specialist SMSF Course – SMSF Strategies & NowInfinity

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kiriley Roper is authorised to provide advices on following products: