Jason Paul Roberts

Name
Jason Paul Roberts
ID
242628
ABN
First Provided Advice
2001

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
Advantage Advisors Corporate Pty Ltd (#311489)
Commenced
Oct. 31, 2019
Ceased
March 15, 2024
Status
Ceased
Licence Holder
M Group Financial Planning Pty. Ltd. (#340094)
Commenced
March 18, 2024
Ceased
July 1, 2024
Status
Ceased
Licence Holder
Futuro Financial Services Pty Ltd (#238478)
Commenced
Aug. 1, 2013
Ceased
Sept. 18, 2014
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Sept. 1, 2002
Ceased
Sept. 1, 2010
Status
Ceased
Licence Holder
Infocus Securities Australia Pty Ltd (#236523)
Commenced
March 1, 2012
Ceased
Aug. 1, 2013
Status
Ceased
Licence Holder
Securinvest Financial Planners Pty. Ltd. (#223280)
Commenced
Sept. 19, 2014
Ceased
Oct. 31, 2019
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
Sept. 1, 2010
Ceased
March 1, 2012