Financial Adviser · GOLDEN GROVE, SA

Gregory David Bruce Roberts

GOLDEN GROVE, SA

New Adviser

Tax advice
authorised

ASIC Registered · ADV 001316548

Currently at

Bluewood West

Bundall, QLD (firm address)

View firm profile

Gregory David Bruce Roberts is a financial adviser based in Golden Grove, South Australia. Gregory is currently authorised under Matrix Planning Solutions Limited, operating through Bluewood West. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Bachelor of Business (Management Information Systems) from University of South Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Business (Management Information Systems)

University of South Australia

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jul 2025 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register