Roy Todarello – Financial Adviser

Adviser identifying number: 253824
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1995

Name of the licence holder: FINANCIAL MASTERPLAN PTY LTD
Licence number: 344628
Licensee’s ABN: 88133306251
Licence controlled by: NJFAS PTY. LTD.

The date the Financial Adviser commenced the appointment: 06/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL MASTERPLAN PTY LTD
Authorised Representative identifying number: 344628
Authorised Representative’s ABN: 88133306251

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 Civil Engineering – University of New South Wales
• CFP (Certified Financial Planner) Certification Program – Financial Planning Association of Australia
• Diploma of Financial Planning – Deakin University
• Master of Commerce with a major in Financial Planning – University of Western Sydney

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Roy Todarello 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
• Margin Lending Facility / Standard Margin Lending Facility