Financial Adviser
· GLENELG NORTH, SA
Friede Mae Roberts
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457138
Friede Mae Roberts is a financial adviser based in Glenelg North, South Australia, with 12 years of experience in the financial services industry. Friede is currently authorised under Stirling Licensee Services Pty Ltd. Friede 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 Professional. Friede 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
2012
Diploma Financial Services (Financial Planning) FNS50408
Kaplan Australia
2013
Advanced Diploma Financial Planning FNS60410
Kaplan Australia
2015
RG146 Tier 1 Margin Lending
Kaplan Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
GWM ADVISER SERVICES PTY LTD
GBFPS PTY LTD
Source: ASIC Financial Advisers Register