Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMBERWELL, VIC

Brenton Roberts

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000415247

Brenton Roberts is a financial adviser based in Camberwell, Victoria, with 14 years of experience in the financial services industry. Brenton is currently authorised under Akumin Financial Planning Pty Limited. Brenton 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 (Financial Risk Management) from Victoria University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of Business (Financial Risk Management)
Victoria University
2011
Certificate IV Financial Services (Finance/Mortgage Broking)
Kaplan Higher Education Pty Limited
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Kaplan Higher Education Pty Limited
2016
Margin Lending
Kaplan Higher Education Pty Limited
2016
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2019 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Dec 2011 - Sep 2019 Ceased
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