DANIEL CHRISTOPHER ROBERTS
Financial Adviser · Dubbo, NSW
📚 Qualifications & Training
2013 - Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics) - Bachelor Degree (AQF 7) - Charles Sturt University - 2011 & 2013
2015 - Advanced Diploma of Financial Planning - - Kaplan Professional
2016 - Self Managed Superannuation Core Course - - DBA Network
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2019 - CFP Certification Course - Professional Designations - Financial Planning Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.