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: