Financial Adviser
· CHATSWOOD, NSW
Michael Roberts
No disciplinary history on record with ASIC
CHATSWOOD,
NSW
42
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323828
Michael Roberts is a financial adviser based in Chatswood, New South Wales, with 42 years of experience in the financial services industry since 1984. Michael is currently authorised under Ad Advisory Services, operating through Financial Strategy Advisers. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Certified Financial Planner from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1986
Graduate Diploma of Management
University of Wollongong
1995
Diploma of Financial Planning
Deakin University
1996
Certified Financial Planner
FPA
2007
Graduate Diploma of Advanced Taxation Studies
University of New South Wales
Registration History
Not authorised to provide advice on Margin Lending
Source: ASIC Financial Advisers Register