ROY TODARELLO (Adviser# 000253824) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is February 4, 2016.
| Register Name | Financial Advisers |
| Adviser Name | ROY TODARELLO |
| Adviser Number | 000253824 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000235656 BAILEY ROBERTS GROUP PTY. LIMITED |
| Licence ABN | 30096205604 |
| Adviser Start Date | 2016-02-04 |
| Adviser End Date | 2016-03-31 |
| Appointing Representative Name | ROCCO FINANCIAL PLANNERS PTY. LTD. |
| Appointing Representative Number | 000366795 |
| Appointing Representative ABN | 49136881902 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2016-02-04 - 2016-03-31 | ROCCO FINANCIAL PLANNERS PTY. LTD. |
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2014-05-26 - 2016-02-03 | BAILEY ROBERTS GROUP PTY. LIMITED |
| 000344628 |
FINANCIAL MASTERPLAN PTY LTD
Licence controlled by: NJFAS PTY. LTD. |
2014-03-06 - | FINANCIAL MASTERPLAN PTY LTD |
| Licence Name | BAILEY ROBERTS GROUP PTY. LIMITED |
| Licence Number | 000235656 |
| Licence ABN | 30096205604 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| YU ZHANG | Bailey Roberts Group Pty. Limited | Ceased | 2017-02-13 |
| TERRY GREETHAM | Bailey Roberts Group Pty. Limited | Current | 2016-07-20 |
| IAN ROY BAILEY | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| MICHAEL ROBERTS | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| LEITH ANTHONY THOMAS | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| YU ZHANG | Bailey Roberts Group Pty. Limited | Ceased | 2017-02-13 |
| TERRY GREETHAM | Bailey Roberts Group Pty. Limited | Current | 2016-07-20 |
| IAN ROY BAILEY | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| MICHAEL ROBERTS | Bailey Roberts Group Pty. Limited | Current | 2016-02-04 |
| LEITH ANTHONY THOMAS | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
Please comment or provide details below to improve the information on .
| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.