Marcus Roberts – Financial Adviser

Adviser identifying number: 438027
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

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:

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