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- Financial Advisers Australia (FAA)
- Adam David Roberts
Adam David Roberts
- Name
- Adam David Roberts
- ID
- 1246061
- ABN
- –
- First Provided Advice
- 2016
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Bachelor of Science (Biological Sciences) - Bachelor Degree (AQF 7) - University of Western Sydney
- 2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney
- 2010 - Chartered Accountants Australia and New Zealand Course - Professional Designations - Chartered Accountants Australia and New Zealand
- 2016 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
- 2016 - Tax Practitioners Board - Professional Designations - Tax Practitioners Board
- 2017 - Certificate of Public Practice - Other - Chartered Accountants Australia and New Zealand
- 2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd - 2025
- 2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd - 2025
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Financial Advice Association of Australia (FAAA)
- Tax Practitioners Board
Licencee
- Status
- Current
- Licence Holder
- Wybenga Financial Pty Limited (#507652)
- Commenced
- June 15, 2018
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Bristol Street Financial Services Pty Ltd (#344085)
- Commenced
- Aug. 3, 2016
- Ceased
- June 14, 2018