Mark Roberts
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004639
- Location
- Melbourne VIC 3000
- Licensee
- William Buck Wealth Advisors (VIC) Pty Ltd (AFSL 342420)
- Authorised since
- 17 February 2025
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Deakin University (2009); Margin Lending and Geared Investments, Kaplan Professional (2012); Certified Financial Planner, Financial Planning Association of Australia (2014); Self Managed Superannuation Funds, Kaplan Professional (2016); FPC002B, Kaplan Higher Education (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 Mark Roberts
On the Financial Advisers Register kept by ASIC, Mark Roberts appears as a current financial adviser in Melbourne, Victoria, adviser number 001004639.
Advice is given under the Australian financial services licence of William Buck Wealth Advisors (VIC) Pty Ltd, licence number 342420. The current authorisation started on 17 February 2025.
The register records 2011 as the year Mark first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2009), Margin Lending and Geared Investments (Kaplan Professional, 2012) and Certified Financial Planner (Financial Planning Association of Australia, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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 Mark Roberts a registered financial adviser?
Yes. Mark Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004639.
Which licensee does Mark Roberts work under?
William Buck Wealth Advisors (VIC) Pty Ltd, Australian financial services licence 342420.
What can Mark 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.