BERENICE ROBERTS (Adviser# 001006049) 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 October 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | BERENICE ROBERTS |
| Adviser Number | 001006049 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2001 |
| Financial Service (AFS) Licence |
Licence# 000492953 DIRECTION ADVICE GROUP PTY LTD |
| Licence Controlled By | Jason MCFADDEN |
| Adviser Start Date | 2017-10-03 |
| Appointing Representative Name | PINNACLE ADVICE PTY LTD |
| Appointing Representative Number | 001258793 |
| Appointing Representative ABN | 44621271583 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| CFP | Financial Planning Association |
| Diploma of Financial Planning | Deakin University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000492953 |
DIRECTION ADVICE GROUP PTY LTD
Licence controlled by: Jason MCFADDEN |
2017-10-03 - | PINNACLE ADVICE PTY LTD |
| 000238430 |
STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED
Licence controlled by: FSSSP FINANCIAL SERVICES PTY LIMITED ~ SAS TRUSTEE CORPORATION [Date Ceased: 21/10/2016] |
2004-02-16 - 2017-10-01 | STATE SUPER FINANCIAL SERVICES AUSTRALIA LIMITED |
| Licence Name | DIRECTION ADVICE GROUP PTY LTD |
| Licence Number | 000492953 |
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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.