Adam David Roberts
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001246061
- Location
- Sydney NSW 2000
- Licensee
- Wybenga Financial Pty Limited (AFSL 507652)
- Authorised since
- 15 June 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Science (Biological Sciences), University of Western Sydney (2005); Bachelor of Business (Accounting), University of Western Sydney (2008); Chartered Accountants Australia and New Zealand Course, Chartered Accountants Australia and New Zealand (2010); FNS50615 Diploma of Financial Planning, Kaplan Education Pty Ltd (2016); Tax Practitioners Board, Tax Practitioners Board (2016); Certificate of Public Practice, Chartered Accountants Australia and New Zealand (2017); FPC001B Economic and Legal Context for Financial Planning, 2025 (2025); FPC002B Ethics and Professionalism in Financial Advice, 2025 (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam David Roberts
On the Financial Advisers Register kept by ASIC, Adam David Roberts appears as a current financial adviser in Sydney, New South Wales, adviser number 001246061.
Advice is given under the Australian financial services licence of Wybenga Financial Pty Limited, licence number 507652. The current authorisation started on 15 June 2018.
According to the register, Adam first provided financial advice in 2016. The qualifications listed for Adam include Bachelor of Science (Biological Sciences) (University of Western Sydney, 2005), Bachelor of Business (Accounting) (University of Western Sydney, 2008) and Chartered Accountants Australia and New Zealand Course (Chartered Accountants Australia and New Zealand, 2010). Adam is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam David Roberts a registered financial adviser?
Yes. Adam David Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001246061.
Which licensee does Adam David Roberts work under?
Wybenga Financial Pty Limited, Australian financial services licence 507652.
What can Adam David 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.