Bryan
Roberts

Executive Advisor
Warners Bay
New South Wales
Email Bryan Roberts Linked In Adviser Ratings
IN THEIR OWN WORDS

Bryan has 30 years’ experience in Financial Services including Head of Superannuation, State Manager Life Insurance, Regional Manager Financial Advice, and 17 years as a Financial Advisor.

Bryan has an ability to make complex and complicated investment strategies, simple and straight forward for his clients so that they can understand how the Advice benefits them to achieve their financial goals.

Bryan provides both initial and ongoing financial advice tailored to reaching specific goals over time. Areas of Advice covers wealth accumulation, risk and insurance, cash flow and budgeting, superannuation, investment advice and portfolio management, redundancies and transition to retirement, retirement planning (including downsizing), social security planning and age care advice.

Bryan is located in Warners Bay and works with clients through Lake Macquarie, Newcastle, Port Stephens, and the Hunter area.

Qualifications and Memberships 

  • Bachelor of Commerce
  • Diploma of Financial Planning
  • Certified Financial Planner
  • Accredited Aged Care Professional
  • Member of the Financial Advice Association Australia
FINANCIAL ADVISORS ERINA
BOOK A CHAT

Suite 2.03a Platinum Building 4 Ilya Avenue Erina NSW 2250

Phone:
1300 84 74 34

SPECIALISATION
Aged Care
Aged
Care
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Super
Super
Always responds immediately to any questions or concerns I might have. As an old hand, Bryan has a wealth of knowledge and experience. Happy to have him on my side.
Alan, NSW
Bryan is a wealth of knowledge but also not one to push and agenda or opinion. He always listened and asked the hard questions to get to fully understand every situation we discussed. Bryan is wise beyond even his years and experience in the financial services industry that he provided advice on so understands the truth behind the glass of the banks
Ben, NSW
Very good service. Professional, approachable style. Always returns calls and emails.
Fay, QLD

Latest
Insights

Building a Long-Term Investment Portfolio in Australia

Building a Long-Term Investment Portfolio in Australia

Building a long-term investment portfolio isn't about picking the right share or timing the market. It's about choosing a mix of investments that matches your goals and giving it time to work. Here's how that actually comes together, and what's changed for investors in 2026. READ MORE...
Superannuation contribution strategies for high earners in Australia

Superannuation contribution strategies for high earners in Australia

If you're in Australia's top tax bracket and earning above $190,000 there are superannuation contribution strategies worth understanding before 30 June. Jeff Hanna walks through the key options. READ MORE...
Federal Budget 2026/27 – Coalescing the Constituent Base

Federal Budget 2026/27 – Coalescing the Constituent Base

Infinity Capital Solutions CIO Piers Bolger unpacks a busy budget… The Federal Government handed down its 2026/27 READ MORE...
MORE INSIGHTS

Speak to our experienced team today…

BOOK A CHAT