MARK ROBERTS
Financial Adviser · Balwyn East, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2012 - Margin Lending and Geared Investments - Other - Kaplan Professional
2014 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2016 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - FPC002B - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.