Michelle Louise Roberts – Financial Adviser

Adviser identifying number: 323427
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: APOGEE FINANCIAL PLANNING LIMITED
Licence number: 230689
Licensee’s ABN: 28056426932
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 20/02/2012
The date the Financial Adviser ceased the appointment: 11/03/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Advanced Diploma of Financial Services – Kaplan
  • Bachelor of Business (Property) – RMIT
  • Diploma of Financial Services (FP) – Kaplan

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Michelle Louise Roberts is authorised to provide advices on following products: