CAROL ROBERTS (Adviser# 000453843) 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 3, 2017.
| Register Name | Financial Advisers |
| Adviser Name | CAROL ROBERTS |
| Adviser Number | 000453843 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2014 |
| Financial Service (AFS) Licence |
Licence# 000246638 INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence ABN | 14076093680 |
| Licence Controlled By |
INTERPRAC LTD. INTERPRAC PTY LTD [Date Ceased: 15/12/2017] SEQUOIA FINANCIAL GROUP LTD |
| Adviser Start Date | 2017-02-03 |
| Appointing Representative Name | BABY BOOMERS SUPER PTY LTD |
| Appointing Representative Number | 000453842 |
| Appointing Representative ABN | 28167453643 |
| Memberships |
Institute of Public Accountants (IPA) National Tax and Accountants Association SMSF Association SSA SMSF Specialist Accreditation (SPAA) SSA |
|
| Qualification / Degree | Institute / School |
|---|---|
| Associate Degree in Commerce | University of Southern Queensland |
| Diploma of Financial Planning | Mentor Education Pty Ltd |
| FNS60415 Advanced Diploma of Financial Planning | International Institute of Technology |
| Masters of Commerce | University of New England |
| SMSF Specialist Advisor | SMSF Association |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000246638 |
INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD |
2017-02-03 - | BABY BOOMERS SUPER PTY LTD |
| 000430062 |
SMSF ADVISERS NETWORK PTY LTD
Licence controlled by: NATIONAL TAX & ACCOUNTANTS' ASSOCIATION LIMITED |
2017-01-12 - 2017-02-02 | SMSF ADVISERS NETWORK PTY LTD |
| 000234664 |
SMSF ADVICE PTY LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016] Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives. |
2014-02-20 - 2017-01-12 | SMSF ADVICE PTY LIMITED |
| Licence Name | INTERPRAC FINANCIAL PLANNING PTY LTD |
| Licence Number | 000246638 |
| Licence ABN | 14076093680 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| TREANNA MARLENE MICHLIK | Interprac Financial Planning Pty Ltd | Current | 2018-08-31 |
| SHANE MICHAEL NEAVES | Interprac Financial Planning Pty Ltd | Current | 2018-08-30 |
| SARAH JANE HART | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| ALLISA POPE | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| PREETI MALINI SHARMA | Interprac Financial Planning Pty Ltd | Current | 2018-08-27 |
| KEN READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| BRODIE READ | Interprac Financial Planning Pty Ltd | Current | 2018-08-24 |
| PATRICK VALENTINE HENNESSY | Interprac Financial Planning Pty Ltd | Current | 2018-08-23 |
| PAUL LIONEL QUIEROS | Interprac Financial Planning Pty Ltd | Current | 2018-08-18 |
| GEOFFREY ALEXANDER ROGERS | Interprac Financial Planning Pty Ltd | Current | 2018-08-15 |
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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.