Aaron Keith Roberts
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000312788
- Location
- Fortitude Valley QLD 4006
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 7 June 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Planning, Kaplan Professional Education (2007); Advanced Diploma of Financial Planning, Kaplan Professional Education (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Advice on superannuation excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Aaron Keith Roberts
Aaron Keith Roberts is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000312788.
Aaron provides advice as an authorised representative of Consultum Financial Advisers Pty Ltd, which holds Australian financial services licence 230323. The current authorisation started on 7 June 2021.
The register records 2008 as the year Aaron first provided financial advice. The qualifications listed for Aaron include Diploma of Financial Planning (Kaplan Professional Education, 2007), Advanced Diploma of Financial Planning (Kaplan Professional Education, 2010) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Advice on superannuation excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Aaron Keith Roberts a registered financial adviser?
Yes. Aaron Keith Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000312788.
Which licensee does Aaron Keith Roberts work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Aaron Keith Roberts give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Advice on superannuation excludes Self-Managed Superannuation Funds."