Roxanne Turner – Financial Adviser

Adviser identifying number: 1246121
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: ESI FINANCIAL SERVICES PTY LTD
Licence number: 224952
Licensee’s ABN: 93101428782
Licence controlled by: ELECTRICITY SUPPLY INDUSTRY SUPERANNUATION (QLD) LTD.

The date the Financial Adviser commenced the appointment: 02/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ESI FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 224952
Authorised Representative’s ABN: 93101428782

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:

  • Bachelor of Commerce – Griffith University
  • Bachelor of Commerce – Griffith University
  • Graduate Diploam of Financial Planning – Financial Services Institute of Australasia
  • Graduate Diploma of Financial Planning – Financial Services Institute of Australasia
  • Master of Applied Finance – Kaplan Professional Pty Ltd
  • Master of Applied Finance – Kaplan Professional Pty Ltd

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • CPA Australia (CPA)

Roxanne Turner 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
  • Retirement Savings Account Products
  • Securities
  • Superannuation