Financial Adviser
· WAYVILLE, SA
Jodie-anne Roberts
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318975
Jodie-anne Roberts is a financial adviser based in Wayville, South Australia, with 19 years of experience in the financial services industry. Jodie-anne is currently authorised under Ri Advice Group Pty Ltd. Jodie-anne 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 of Management from TAFE.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Management
TAFE
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2017
DFP5v2 Tax for Financial Advising
Kaplan
2017
TASACLv1 Comercial Law
Kaplan
2018
Graduate Certificate in Financial Planning
Kaplan Professional
Registration History
Superannuation: Not authorised to provide SMSF advice
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register