Damien Roberts

Financial Adviser

ASIC adviser number:

000333542

Qualifications and training:

2011, Self Managed Superannuation Funds, , Kaplan Professional Education
2012, FNS60404, Advanced Diploma of Financial Services (Financial Planning), , Kaplan Professional Education
2016, Accredited Aged Care Professional, , Aged Care Steps
2018, Master of Taxation in Taxation and Financial Planning, , University of New South Wales
2020, Graduate Certificate in Finance, Graduate Certificate (AQF 8), University of Western Australia

When adviser first provided advice:

2009

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Suite 9 11 Barber St
Kalamunda WA 6076

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».