Financial Adviser
· SALE, VIC
Michael Roberts
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001250298
Michael Roberts is a financial adviser based in Sale, Victoria, with 10 years of experience in the financial services industry. Michael is currently authorised under Dmg Financial Planning Pty Ltd. Michael 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 RMIT University.
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
2007
Bachelor of Commerce
RMIT University
2011
Diploma of Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan Professional