Financial Adviser
· KALAMUNDA, WA
Damien Roberts
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333542
Damien Roberts is a financial adviser based in Kalamunda, Western Australia, with 17 years of experience in the financial services industry. Damien is currently authorised under Matrix Planning Solutions Limited. Damien 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 Master of Taxation in Taxation and Financial Planning from University of New South Wales. Damien 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2012
FNS60404
- Kaplan Professional Education
2016
Accredited Aged Care Professional
Aged Care Steps
2018
Master of Taxation in Taxation and Financial Planning
University of New South Wales
2020
Graduate Certificate in Finance
University of Western Australia
Registration History
Source: ASIC Financial Advisers Register