Brenton Roberts

Mcg Advisory

Platinum
10 Yrs Experience
Camberwell, VIC 3124
With a vast experience of knowledge across home and investment loans, building super, investing and protecting your family, no matter what stage of life you and your family are at, I look at the big picture to help you achieve your lifestyle goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Bachelor of Business (Financial Risk Management)
  • Language spoken
    • English

Mcg Advisory

1198 Toorak Road
Camberwell, VIC 3124

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
7 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Brenton has given me advice in home investment and loans. He is always able to explain things to me clearly and takes the time to thoroughly go through everything with me. I am very confident the advice and options he provides me with are the best for my needs and trust his knowledge and experience."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brenton's knowledge and expertise has been the main reason that we are able to enjoy our retirement. He is always available for consultation and his knowledge of our requirements mean we can enjoy our lifestyle and never have to worry about our superannuation funds. His sound advice and guidance, and pleasant manner make us very comfortable with his role as our Financial Advisor. We have referred him to members of our family."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brenton has proven to be a knowledgeable professional who listens to ones desires and expectation and then providing sound advice in understandable language."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been so happy with all of the advice and guidance Brenton has given us over the past 2 years. We have made life changing financial decisions and are in a much better financial position now and for our future. During the process of purchasing an investment property Brenton held our hands the whole way and went above and beyond to make sure the process was smooth and stress free. We have and will continue to highly recommended Brenton to family and friends."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brenton has been amazing in providing us with not only investment and wealth growth direction, but education on financials and life plans. His advice is invaluable and have recommended him to family and friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We would recommend Brenton without hesitation for financial advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Been client for a while and have had a few advisors over the years but Brenton is way ahead of anyone else we have seen."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Finance and Mortgage Broking Management)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Bachelor of Business (Financial Risk Management)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
2009

Certificate IV in Financial Services (Finance and Mortgage Broking)

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Mortgage and Finance Association of Australia (MFAA)

Membership type
Member
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