Tracey Louise Roberts – Financial Adviser

Adviser identifying number: 331193
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 31/05/2010
The date the Financial Adviser ceased the appointment: 11/02/2011
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

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 Planning? – Mentor Education Pty Ltd
• Certificate IV Financial Services (Finance/Mortgage Broking)? – Origin HR Solutions
• Diploma of Financial Services (Financial Planning)? – Mentor Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• SMSF Association

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