Financial Adviser · DUBBO, NSW

Daniel Christopher Roberts

DUBBO, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001234496

Currently at

Findex Advice Services

Melbourne, VIC (firm address)

View firm profile

Daniel Christopher Roberts is a financial adviser based in Dubbo, New South Wales, with 11 years of experience in the financial services industry since 2015. Daniel is currently authorised under Findex Advice Services. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a CFP Certification Course from Financial Planning Association. Daniel is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics)

Charles Sturt University - 2011 & 2013

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2016

Self Managed Superannuation Core Course

DBA Network

2017

Master of Financial Planning

Kaplan Professional

2019

CFP Certification Course

Financial Planning Association

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Findex Advice Services Pty Ltd

Nov 2015 - Present Current

Specialised Private Capital Wholesale Pty Ltd

Aug 2015 - May 2016 Ceased

Source: ASIC Financial Advisers Register