Bryan Roberts
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004724
- Location
- Warners Bay NSW 2282
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 1 July 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Western Sydney (1999); Diploma of Financial Planning, Deakin University (2000); Margin Lending and Geared Investments, Kaplan Professional Education (2013); Self Managed Superannuation Funds, Kaplan Professional Education (2013); 5 Unit CFP Certification Program, Financial Advice Association of Australia (2022); Certified Financial Planner, Financial Planning Association of Australia (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Bryan Roberts
Bryan Roberts is a financial adviser in Warners Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004724.
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. That authorisation dates from 1 July 2019.
According to the register, Bryan first provided financial advice in 2012. The qualifications listed for Bryan include Bachelor of Commerce (University of Western Sydney, 1999), Diploma of Financial Planning (Deakin University, 2000) and Margin Lending and Geared Investments (Kaplan Professional Education, 2013). Bryan is recorded as a member of Financial Advice Association of Australia (FAAA).
Bryan is authorised to advise 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.
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Questions people ask
Is Bryan Roberts a registered financial adviser?
Yes. Bryan Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004724.
Which licensee does Bryan Roberts work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Bryan 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.