Nairoli Roberts

Financial Adviser

ASIC adviser number:
001233791
Qualifications and training:

1993, Bachelor of Business (Marketing), Bachelor Degree (AQF 7), Curtin University
2003, 8 unit Diploma of Financial Planning, Advanced Diploma (AQF 6), Financial Planning Association of Australia Ltd
2020, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Education Pty Ltd
2021, FPC007B Client Engagement Skills, Bridging Course, Behavioural Finance, Kaplan Education Pty Ltd
2023, FPC001B Economic and Legal Context for Financial Planning, Bridging Course, Regulation & Legal Obligations, Kaplan Education Pty Ltd
2025, Tax for Financial Advising, Other, Kaplan Education Pty Ltd
2026, Accredited Aged Care Professional Program, Other, Aged Care Steps Pty Ltd

When adviser first provided advice:
2009
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Level 38, 152-158 St Georges Tce
Perth  WA  6000
AFS licence holder name:
Shadforth Financial Group Limited
AFS licence number:
000318613
Licence controlled by:
Daintree Topco Pty Ltd ~ Insignia Financial Ltd [Date Ceased: 12/05/2026]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».