Financial Adviser · BRISBANE CITY, QLD

Brett Charles Roberts

18 Years experience

Tax advice
authorised

Currently at

Brisbane, QLD

View firm profile

ASIC Registered · ADV 000329920

Brett Charles Roberts is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry. Brett is currently authorised under Arrive Capital Pty Ltd. Brett 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 Business (Accounting) from Queensland University of Technology (QUT). Brett is a member of CA - Chartered Accountants, CA - Financial Planning Specialist and Stockbrokers Association of Australia.

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

2002

Bachelor of Business (Accounting)

Queensland University of Technology (QUT)

2002

Bachelor of Laws

Queensland University of Technology (QUT)

2007

Graduate Diploma (ICAA)

Chartered Accountants Australia & New Zealand

2008

Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

Registration History

Arrive Capital Pty Ltd

Mar 2021 - Present Current

Hillross Financial Services Limited

Sep 2008 - Mar 2021 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services. 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