Damien Roberts
Financial Adviser in Kalamunda, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333542
- Location
- Kalamunda WA 6076
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 August 2023
- First provided advice
- 2009
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional Education (2011); FNS60404, Kaplan Professional Education (2012); Accredited Aged Care Professional, Aged Care Steps (2016); Master of Taxation in Taxation and Financial Planning, University of New South Wales (2018); Graduate Certificate in Finance, University of Western Australia (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Damien Roberts
Damien Roberts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kalamunda, Western Australia (adviser number 000333542).
The licensee Damien advises under is Matrix Planning Solutions Limited (AFS licence 238256). The current authorisation started on 1 August 2023.
The register records 2009 as the year Damien first provided financial advice. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Professional Education, 2011), FNS60404 (Kaplan Professional Education, 2012) and Accredited Aged Care Professional (Aged Care Steps, 2016). Damien is recorded as a member of Financial Advice Association of Australia (FAAA).
Damien is authorised to advise 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 Damien Roberts a registered financial adviser?
Yes. Damien Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333542.
Which licensee does Damien Roberts work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Damien 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.