Bryan Roberts

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
• Self-Managed Superannuation Funds
• Margin Lending and Geared Investments
• Certified Financial Planner
• Member of Financial Advice Association Australia (FAAA)