Michelle Louise Roberts
Financial Adviser in Frankston, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323427
- Location
- Frankston VIC 3199
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 29 October 2013
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Property), RMIT (1992); Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Margin Lending and Geared Investments, Kaplan (2011); Advanced Diploma of Financial Services, Kaplan Professional (2012); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); FPC001B-Economic and Legal Context for Financial Planning, Kaplan Higher Education (2020); FPC007B-Client Engagement Skills, Kaplan Higher Education (2020)
- 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 Michelle Louise Roberts
Michelle Louise Roberts is a financial adviser in Frankston, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000323427.
The licensee Michelle advises under is Personal Financial Services Ltd (AFS licence 234459). The current authorisation started on 29 October 2013.
The register records 2007 as the year Michelle first provided financial advice. The qualifications listed for Michelle include Bachelor of Business (Property) (RMIT, 1992), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Margin Lending and Geared Investments (Kaplan, 2011).
The authorisation covers advice 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 Michelle Louise Roberts a registered financial adviser?
Yes. Michelle Louise Roberts is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323427.
Which licensee does Michelle Louise Roberts work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Michelle Louise 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.