Financial Adviser
· FRANKSTON, VIC
Michelle Louise Roberts
No disciplinary history on record with ASIC
FRANKSTON,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000323427
About Michelle Louise Roberts
Michelle Louise Roberts is a financial adviser based in Frankston, Victoria, with 19 years of experience in the financial services industry since 2007. Michelle is currently authorised under Personal Financial Services. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Bachelor of Business (Property) from RMIT.
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
1992
Bachelor of Business (Property)
RMIT
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services
Kaplan Professional
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B-Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC007B-Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
Registration History
ACN 128 650 037 PTY LIMITED
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register