MICHAEL ROBERTS (Adviser# 000323828) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is February 4, 2016.
| Register Name | Financial Advisers |
| Adviser Name | MICHAEL ROBERTS |
| Adviser Number | 000323828 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1984 |
| Financial Service (AFS) Licence |
Licence# 000235656 BAILEY ROBERTS GROUP PTY. LIMITED |
| Licence ABN | 30096205604 |
| Adviser Start Date | 2016-02-04 |
| Appointing Representative Name | BAILEY ROBERTS FINANCIAL PTY LTD |
| Appointing Representative Number | 000323122 |
| Appointing Representative ABN | 98003718947 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certified Financial Planner | FPA |
| Diploma of Financial Planning | Deakin University |
| Graduate Diploma of Advanced Taxation Studies | University of New South Wales |
| Graduate Diploma of Management | University of Wollongong |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2016-02-04 - | BAILEY ROBERTS FINANCIAL PTY LTD |
| 000235656 | BAILEY ROBERTS GROUP PTY. LIMITED | 2008-03-27 - 2016-02-03 | BAILEY ROBERTS GROUP PTY. LIMITED |
| 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 |
| ROY TODARELLO | Bailey Roberts Group Pty. Limited | Ceased | 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 |
| ROY TODARELLO | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
| LEITH ANTHONY THOMAS | Bailey Roberts Group Pty. Limited | Ceased | 2016-02-04 |
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| 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.