DAMIEN ROBERTS

Financial Adviser ยท Kalamunda, WA

Registered

Registration Number

000333542

Registration Status

Registered

Location

Kalamunda, WA 6076

Providing Advice Since

2009

Registration Date

14/01/2009

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

๐Ÿ“š Qualifications & Training

2011 - Self Managed Superannuation Funds - - Kaplan Professional Education
2012 - FNS60404 - Advanced Diploma of Financial Services (Financial Planning) - - 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 - Graduate Certificate (AQF 8) - University of Western Australia

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.