Corey Dale Roberts
Financial Adviser in North Adelaide, South Australia, Australia
Review Corey Dale Roberts
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000236659
- Location
- North Adelaide SA 5006
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 1 June 2021
- First provided advice
- 2001
- Qualifications
- Diploma Financial Services (Financial Planning) FNS50804, Kaplan Australia (2006); Self Managed Superannuation Funds, Kaplan Australia (2009); RG146 Margin Lending, MLC ThreeSixty (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Corey Dale Roberts
On the Financial Advisers Register kept by ASIC, Corey Dale Roberts appears as a current financial adviser in North Adelaide, South Australia, adviser number 000236659.
Corey provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. The current authorisation started on 1 June 2021.
According to the register, Corey first provided financial advice in 2001. Qualifications and training on file include Diploma Financial Services (Financial Planning) FNS50804 (Kaplan Australia, 2006), Self Managed Superannuation Funds (Kaplan Australia, 2009) and RG146 Margin Lending (MLC ThreeSixty, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Corey Dale Roberts here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Corey Dale Roberts a registered financial adviser?
Yes. Corey Dale Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000236659.
Which licensee does Corey Dale Roberts work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Corey Dale Roberts give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.