Brenton Roberts
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000415247
- Location
- Camberwell VIC 3124
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 18 September 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Business (Financial Risk Management), Victoria University (2009); Certificate IV Financial Services (Finance/Mortgage Broking), Kaplan Higher Education Pty Limited (2011); Diploma of Financial Services (Finance/Mortgage Broking Management), Kaplan Higher Education Pty Limited (2012); Margin Lending, Kaplan Higher Education Pty Limited (2016); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Brenton Roberts
Brenton Roberts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000415247).
Brenton provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 18 September 2019.
The register records 2012 as the year Brenton first provided financial advice. The qualifications listed for Brenton include Bachelor of Business (Financial Risk Management) (Victoria University, 2009), Certificate IV Financial Services (Finance/Mortgage Broking) (Kaplan Higher Education Pty Limited, 2011) and Diploma of Financial Services (Finance/Mortgage Broking Management) (Kaplan Higher Education Pty Limited, 2012).
Brenton is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Brenton Roberts a registered financial adviser?
Yes. Brenton Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000415247.
Which licensee does Brenton Roberts work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Brenton 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."