LEYLAND JAMES ROBERTS
Financial Adviser · Noosa Heads, QLD
📚 Qualifications & Training
1993 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2014 - RG146 Diploma (incl SMSF) - - Monarch Institute
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.