Financial Adviser
· WARNERS BAY, NSW
Bryan Roberts
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004724
Bryan Roberts is a financial adviser based in Warners Bay, New South Wales, with 14 years of experience in the financial services industry. Bryan is currently authorised under Viridian Advisory Pty Ltd. Bryan 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 Certified Financial Planner from Financial Planning Association of Australia. Bryan is a member of Financial Advice Association of Australia (FAAA).
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
1999
Bachelor of Commerce
University of Western Sydney
2000
Diploma of Financial Planning
Deakin University
2013
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2022
5 Unit CFP Certification Program
Financial Advice Association of Australia
2022
Certified Financial Planner
Financial Planning Association of Australia
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register