ADAM DAVID ROBERTS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Science (Biological Sciences) - Bachelor Degree (AQF 7) - University of Western Sydney
2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Chartered Accountants Australia and New Zealand Course - Professional Designations - Chartered Accountants Australia and New Zealand
2016 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2016 - Tax Practitioners Board - Professional Designations - Tax Practitioners Board
2017 - Certificate of Public Practice - Other - Chartered Accountants Australia and New Zealand
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd - 2025
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd - 2025
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.