Financial Adviser
· FORTITUDE VALLEY, QLD
Andrew Bruce Roberts
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271022
Andrew Bruce Roberts is a financial adviser based in Fortitude Valley, Queensland, with 8 years of experience in the financial services industry. Andrew is currently authorised under Consultum Financial Advisers Pty Ltd. Andrew 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2017
Diploma of Financial Planning
Kaplan Professional Education
2018
Advanced Diploma of Financial Planning
Kaplan Professional Education
2018
Tier 1 Derivatives
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register