Financial Adviser · WARNERS BAY, NSW

Bryan Roberts

WARNERS BAY, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004724

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

Bryan Roberts is a financial adviser based in Warners Bay, New South Wales, with 14 years of experience in the financial services industry since 2012. Bryan is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Bryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Bryan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Bryan is a member of 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

1999

Bachelor of Commerce

University of Western Sydney

2000

Diploma of Financial Planning

Deakin University

2013

Margin Lending and Geared Investments

Kaplan Professional Education

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2022

5 Unit CFP Certification Program

Financial Advice Association of Australia

2022

Certified Financial Planner

Financial Planning Association of Australia

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Viridian Advisory Pty Ltd

Jul 2019 - Present Current

Westpac Banking Corporation

Dec 2012 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register