Financial Adviser · NORTH WOLLONGONG, NSW

Sheri Lee Roberts

NORTH WOLLONGONG, NSW

Tax advice
authorised

ASIC Registered · ADV 001323939

Licensee

Psk Advisory Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Sheri Lee Roberts

Sheri Lee Roberts is a financial adviser based in North Wollongong, New South Wales. Sheri is currently authorised under Psk Advisory Services. Sheri holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sheri's qualifications include a Bachelor of Commerce (Deans Scholar) (Financial Planning) from University of Wollongong.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Commerce (Deans Scholar) (Financial Planning)

University of Wollongong

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

TASACL Commercial Law

Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd

Oct 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives

Source: ASIC Financial Advisers Register