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Adam Roberts

Name
Adam Roberts
ID
1248439
ABN
–
First Provided Advice
2016
Restrictions
Retirement planning in relation to structuring superannuation; Self Managed Superannuation Fund (SMSF) and the establishment of an SMSF; Conversion from SMSF accumulation to pension; Contributions to the SMSF including rolling over from an existing superannuation fund; SMSF exit or closure.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Mclean Delmo Bentleys Financial Services Pty Ltd (#245558)
Commenced
Sept. 5, 2016
Ceased
Nov. 27, 2017