Jodie-Anne Roberts
Financial Adviser in Wayville, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318975
- Location
- Wayville SA 5034
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 2 July 2025
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2007); DFP5v2 Tax for Financial Advising, Kaplan Education Pty Ltd (2017); TASACLv1 Comercial Law, Kaplan Education Pty Ltd (2017); Graduate Certificate in Financial Planning, Kaplan Education Pty Ltd (2018); Accredited Listed Product Adviser (ALPA), Kaplan Professional Education (2026)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Jodie-Anne Roberts
Jodie-Anne Roberts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wayville, South Australia (adviser number 000318975).
Jodie-Anne provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 2 July 2025.
According to the register, Jodie-Anne first provided financial advice in 2007. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2007), DFP5v2 Tax for Financial Advising (Kaplan Education Pty Ltd, 2017) and TASACLv1 Comercial Law (Kaplan Education Pty Ltd, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Jodie-Anne Roberts a registered financial adviser?
Yes. Jodie-Anne Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318975.
Which licensee does Jodie-Anne Roberts work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Jodie-Anne 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; retirement savings accounts. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."