Roy Samuel Palic – Financial Adviser

Adviser identifying number: 379449
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999

Name of the licence holder: MOSAIC FINANCIAL GROUP PTY LTD
Licence number: 411222
Licensee’s ABN: 37107558654
Licence controlled by:

The date the Financial Adviser commenced the appointment: 19/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MOSAIC FINANCIAL GROUP PTY LTD
Authorised Representative identifying number: 411222
Authorised Representative’s ABN: 37107558654

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 Science – UNSW
• Master of Commerce – UNSW

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Roy Samuel Palic is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / IDPS Only
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility