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5.00
1 Review

Michael Roberts

Financial Strategy Advisers

Bronze
42 Yrs Experience
Chatswood, NSW 2067

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1984
  • Years of experience 42
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Advanced Taxation Studies
    • Graduate Diploma of Management
  • Language spoken
    • English

Financial Strategy Advisers

Unit 301, 71-73 Archer St
Chatswood, NSW 2067

Meeting methods

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

Licensed by

Ad Advisory Services Pty Ltd

AFSL 237058