COREY DALE ROBERTS — Financial Adviser #000236659

Registration Number

000236659

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2001

Registration Date

17/05/2004

Financial Services Licensee

MERITUM FINANCIAL GROUP PTY LTD

Licence #000245569

📚 Qualifications & Training

2006 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan Australia

2009 - Self Managed Superannuation Funds - Advanced Diploma (AQF 6) - Kaplan Australia

2011 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.