Financial Adviser
· NOOSA HEADS, QLD
Leyland James Roberts
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455060
Leyland James Roberts is a financial adviser based in Noosa Heads, Queensland, with 12 years of experience in the financial services industry. Leyland is currently authorised under Interprac Financial Planning Pty Ltd. Leyland 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 Commerce from Deakin University. Leyland is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
1993
Bachelor of Commerce
Deakin University
2014
RG146 Diploma (incl SMSF)
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited