ADAM DAVID ROBERTS (Adviser# 001246061) 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 June 15, 2018.
| Register Name | Financial Advisers |
| Adviser Name | ADAM DAVID ROBERTS |
| Adviser Number | 001246061 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000507652 WYBENGA FINANCIAL PTY LIMITED |
| Adviser Start Date | 2018-06-15 |
| Appointing Representative Name | WYBENGA FINANCIAL PTY LIMITED |
| Appointing Representative Number | 000507652 |
| Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Business | University of Western Sydney |
| Bachelor of Science | University of Western Sydney |
| Diploma of Financial Planning | Kaplan Professional |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000507652 | WYBENGA FINANCIAL PTY LIMITED | 2018-06-15 - | WYBENGA FINANCIAL PTY LIMITED |
| 000344085 | BRISTOL STREET FINANCIAL SERVICES PTY LTD | 2016-08-03 - 2018-06-14 | BRISTOL STREET FINANCIAL SERVICES PTY LTD |
| Licence Name | WYBENGA FINANCIAL PTY LIMITED |
| Licence Number | 000507652 |
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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.