Marcus Roberts – Financial Adviser
Adviser identifying number: 438027
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
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: 24/04/2013
The date the Financial Adviser ceased the appointment: 23/05/2014
Name of the Authorised Representative: MARCUS ROBERTS
Authorised Representative identifying number: 000438027
Authorised Representative’s ABN:
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: