Financial Adviser · SYDNEY, NSW

Adam David Roberts

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001246061

Adam David Roberts is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Adam is currently authorised under Wybenga Financial Pty Limited. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Science (Biological Sciences) from University of Western Sydney. Adam is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Science (Biological Sciences)

University of Western Sydney

2008

Bachelor of Business (Accounting)

University of Western Sydney

2010

Chartered Accountants Australia and New Zealand Course

Chartered Accountants Australia and New Zealand

2016

FNS50615 Diploma of Financial Planning

Kaplan Education Pty Ltd

2016

Tax Practitioners Board

2017

Certificate of Public Practice

Chartered Accountants Australia and New Zealand

2025

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Education Pty Ltd - 2025

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd - 2025

Registration History

Wybenga Financial Pty Limited

Jun 2018 - Present Current

BRISTOL STREET FINANCIAL SERVICES PTY LTD

Aug 2016 - Jun 2018 Ceased

Source: ASIC Financial Advisers Register