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Michael Roberts

Responsible Officer &

Private Wealth Advisor



About Michael

Michael Roberts has been engaged in the financial services industry since 1984, providing a range of services including:

• Strategic financial and investment advice and individually managed investment accounts for Australian Self-Managed Super Funds (SMSFs), Family Trusts and Family Offices.

• Financial advice and international investment management services for Australian, UK and US expats (wherever they live around the globe).

• Accounting and administration services for Australian Self-Managed Superannuation Fund trustees.


Michael acts as the personal CFO for his clients. That is, managing their wealth, providing strategic financial and taxation advice, and assisting with estate planning and asset protection arrangements.

At Home

You can expect from Michael quick response times, straight-talking, and easy-to-understand explanations.

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