Marcus Roberts – Financial Adviser
Adviser identifying number: 438027
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:
The date the Financial Adviser commenced the appointment: 07/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 243313
Authorised Representative’s ABN: 33007207650
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:
- Advance Diploma of Financial Services – Kaplan Professional Education
- Bachelor of Business Adminstration – University of Hawaii
- Diploma of Mortgage Broking and Finance Management – National Finance Institute
- Master of Applied Finance & Investment – Kaplan Professional Education / FINSIA
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Mortgage & Finance Broking Association of Australia
Marcus Roberts 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility