Andrew Roberts

Trestle Planning

6 Yrs Experience
Fortitude Valley, QLD 4006

I have more than 20 years experience in senior finance and analysis management roles, first joining the Australian financial services industry in 2016. My financial services education was both formal, completing an Advanced Diploma in Financial Services, becoming a registered planner in 2018 and extending that with a Graduate Diploma in Financial Planning in 2021. The informal was the 'apprenticeship' served by working with both Aaron and my father Keith during that period which helped to embed the book learning with real clients.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.88
  • Number of reviews 2
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Trestle Planning

Suite 40, Level 7, 269 Wickham St
Fortitude Valley, QLD 4006

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323