Financial Adviser
· SOUTHPORT, QLD
Tracey Louise Roberts
No disciplinary history on record with ASIC
18
Years experience
ASIC Registered · ADV 000331193
Tracey Louise Roberts is a financial adviser based in Southport, Queensland, with 18 years of experience in the financial services industry. Tracey is currently authorised under Lifestyle Asset Management Pty Ltd. Tracey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Tracey is a member of Finance Brokers Association of Australia (FBAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Restrictions: Restricted from providing advice on SMSF establishment
Qualifications and Training
2008
Certificate IV Financial Services (Finance/Mortgage Broking)
Origin HR Solutions
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2012
Margin Lending
Kaplan
2012
SMSF
Kaplan
2015
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Restricted from providing advice on SMSF establishment
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
MY ADVISER PTY LTD
Source: ASIC Financial Advisers Register