Michael Roberts
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001250298
- Location
- Sale VIC 3850
- Licensee
- DMG Financial Planning Pty Ltd (AFSL 238354)
- Authorised since
- 18 December 2018
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, RMIT University (2007); Diploma of Financial Planning, Kaplan (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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 Michael Roberts
Michael Roberts is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sale, Victoria (adviser number 001250298).
Advice is given under the Australian financial services licence of DMG Financial Planning Pty Ltd, licence number 238354. That authorisation dates from 18 December 2018.
According to the register, Michael first provided financial advice in 2016. The qualifications listed for Michael include Bachelor of Commerce (RMIT University, 2007), Diploma of Financial Planning (Kaplan, 2011) and Graduate Diploma of Financial Planning (Kaplan Professional, 2024).
Michael 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 Michael Roberts a registered financial adviser?
Yes. Michael Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001250298.
Which licensee does Michael Roberts work under?
DMG Financial Planning Pty Ltd, Australian financial services licence 238354.
What can Michael 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.