GREG ROBERTS
Financial Adviser · Kalamunda, WA
📚 Qualifications & Training
2004 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2009 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2014 - Certificate IV in Finance and Mortgage Broking - Other - Kaplan Professional
2016 - Accredited Aged Care Professional Course - Other - Aged Care Steps
2019 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
2019 - Master of Taxation - Masters Degree (AQF 9) - Curtin University
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.