Daniel Christopher Roberts
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234496
- Location
- Dubbo NSW 2830
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics), 2011 & 2013 (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Self Managed Superannuation Core Course, DBA Network (2016); Master of Financial Planning, Kaplan Professional (2017); CFP Certification Course, Financial Planning Association (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Daniel Christopher Roberts
On the Financial Advisers Register kept by ASIC, Daniel Christopher Roberts appears as a current financial adviser in Dubbo, New South Wales, adviser number 001234496.
The licensee Daniel advises under is Findex Advice Services Pty Ltd (AFS licence 243253). That authorisation dates from 23 November 2015.
The register records 2015 as the year Daniel first provided financial advice. The qualifications listed for Daniel include Bachelor of Business (Accounting, Financial Planning) and (Finance & Economics) (2011 & 2013, 2013), Advanced Diploma of Financial Planning (Kaplan Professional, 2015) and Self Managed Superannuation Core Course (DBA Network, 2016). Daniel is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Daniel 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 Daniel Christopher Roberts a registered financial adviser?
Yes. Daniel Christopher Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234496.
Which licensee does Daniel Christopher Roberts work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Daniel Christopher 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.