Financial Adviser
· LENNOX HEAD, NSW
Berenice Roberts
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006049
Berenice Roberts is a financial adviser based in Lennox Head, New South Wales, with 25 years of experience in the financial services industry. Berenice is currently authorised under Consilium Advice Pty Ltd. Berenice holds authorisations to advise on superannuation, life insurance investments, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a CFP from Financial Planning Association. Berenice is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Planning
Deakin University
2000
CFP
Financial Planning Association