Financial Adviser
· NORTH ADELAIDE, SA
Corey Dale Roberts
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236659
Corey Dale Roberts is a financial adviser based in North Adelaide, South Australia, with 25 years of experience in the financial services industry. Corey is currently authorised under Consultum Financial Advisers Pty Ltd. Corey holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma Financial Services (Financial Planning) FNS50804 from Kaplan Australia. Corey is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma Financial Services (Financial Planning) FNS50804
Kaplan Australia
2009
Self Managed Superannuation Funds
Kaplan Australia
2011
RG146 Margin Lending
MLC ThreeSixty