Financial Adviser
· MELBOURNE, VIC
Mark Roberts
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004639
Mark Roberts is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Mark is currently authorised under William Buck Wealth Advisors (VIC). Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Mark 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce
Deakin University
2012
Margin Lending and Geared Investments
Kaplan Professional
2014
Certified Financial Planner
Financial Planning Association of Australia
2016
Self Managed Superannuation Funds
Kaplan Professional
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
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