Greg Roberts
Financial Adviser in Kalamunda, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000252866
- Location
- Kalamunda WA 6076
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 August 2023
- First provided advice
- 1998
- Qualifications
- Diploma of Financial Planning (8 units), FPA Australia (2004); Self Managed Superannuation Funds Course, Kaplan Professional (2009); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2014); Accredited Aged Care Professional Course, Aged Care Steps (2016); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2019); Master of Taxation, Curtin University (2019)
- 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 Greg Roberts
Greg Roberts is a financial adviser in Kalamunda, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000252866.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 1 August 2023.
According to the register, Greg first provided financial advice in 1998. The qualifications listed for Greg include Diploma of Financial Planning (8 units) (FPA Australia, 2004), Self Managed Superannuation Funds Course (Kaplan Professional, 2009) and Margin Lending and Geared Investments Course (Kaplan Professional, 2010).
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 Greg Roberts a registered financial adviser?
Yes. Greg Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000252866.
Which licensee does Greg Roberts work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Greg 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.