Greg Roberts
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Greg Roberts is an ASIC-registered financial adviser based in Kalamunda, WA, dedicated to providing comprehensive and tailored financial solutions to his clients. With a strong foundation built upon a Diploma of Financial Planning from FPA Australia (2004) and a Master of Taxation from Curtin University (2019), Greg possesses a deep understanding of the complexities of the financial landscape. Further specialist training includes Self Managed Superannuation Funds, Margin Lending and Geared Investments, Finance and Mortgage Broking and Accredited Aged Care Professional qualifications, allowing Greg to provide advice across a broad range of financial needs. Greg is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning, as well as specific products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. He is committed to acting in his clients’ best interests and providing transparent, ethical, and professional advice. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice • Aged care financial planning Whether you're planning for retirement, seeking to grow your wealth, or require guidance on navigating the complexities of aged care, Greg can help you achieve your financial goals. Contact Greg today to arrange a consultation and take control of your financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Greg Roberts offer?
Greg Roberts provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Greg Roberts have?
Greg holds a Diploma of Financial Planning, a Master of Taxation, and specialist qualifications in Self Managed Superannuation Funds, Margin Lending and Geared Investments, Finance and Mortgage Broking and Aged Care financial planning.
What is involved in Greg Roberts' financial planning process?
Greg's process typically involves an initial consultation to understand your financial goals and circumstances, followed by the development of a personalized financial plan. He will then work with you to implement the plan and provide ongoing support and reviews.
How can Greg Roberts help me with my retirement planning?
Greg can assist you with all aspects of retirement planning, including superannuation optimization, investment strategies, income projections, and advice on accessing your retirement savings.
What should I expect when working with Greg Roberts?
You can expect a professional, ethical, and client-focused approach. Greg is committed to providing clear and transparent advice, tailored to your individual needs and goals. He prioritizes building long-term relationships with his clients based on trust and mutual respect.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.