Roy John Hall – Financial Adviser

Adviser identifying number: 254281
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 01/05/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 331367
Authorised Representative’s ABN: 89133593012

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:

• Diploma of Financial Services (Financial Planning) (FNS50804) – Tribeca Learning
• Estate Planning – Kaplan Professional Education
• FNS50504 Diploma of Financial Services (Finance/Mortgage Broking Management) – The National Finance Institute
• Taxation Planning – Tribeca Learning

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• MDRT – The Premier Association of Financial Professionals

Roy John Hall 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