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Michael Roberts Roberts

FinancialStrategy.com.au

Bronze
41 Yrs Experience
Kiama, NSW 2533

FinancialStrategy.com.au is a human-powered, virtual financial firm. This means that we provide financial planning and investment selection tools and investment management services to your desktop.

Real people have designed the tools that you use to map your financial journey and select and manage your investments. You can pick up the phone or book a Zoom meeting and talk to a real person. You will receive the personalised financial advice you need wherever you are located.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates

At a glance

  • Adviser status Bronze
  • First year providing advice 1984
  • Years of experience 41
  • Highest qualifications
    • Graduate Diploma of Management
    • Graduate Diploma of Advanced Taxation Studies
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

FinancialStrategy.com.au

10 Fitzroy St
Kiama, NSW 2533

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ad Advisory Services

AFSL 237058