MICHELLE LOUISE ROBERTS
Financial Adviser · Frankston, VIC
📚 Qualifications & Training
1992 - Bachelor of Business (Property) - Bachelor Degree (AQF 7) - RMIT
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan
2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPC001B-Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2020 - FPC007B-Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
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.