Financial Adviser
· MAROOCHYDORE, QLD
Matthew Ian Roberts
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000409310
Matthew Ian Roberts is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry since 2018. Matthew is currently authorised under Secure Advice, operating through Adviceone Partners. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Bachelor of Commerce (Economics and Financial Planning) from Curtin University. Matthew is a member of Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Economics and Financial Planning)
Curtin University
2025
SuperConcepts Specialist SMSF Online Course
SuperConcepts
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register