Michelle Louise Roberts
PERSONAL FINANCIAL SERVICES LTD · Frankston VIC 3199 · Advising since 2007
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000323427
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERSONAL FINANCIAL SERVICES LTD · AFSL 234459Since 29 October 2013
- Principal business address
- Frankston VIC 3199
- First year providing advice
- 2007
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2013 – presentPERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDMar 2013 – Oct 2013ACN 128 650 037 PTY LIMITED · AFSL 323825
- CEASEDFeb 2012 – Mar 2013APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDMar 2008 – Jan 2012RI ADVICE GROUP PTY LTD · AFSL 238429
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC001B-Economic and Legal Context for Financial Planning
Kaplan Higher Education · 2020 · Bridging Course - Regulation & Legal Obligations
FPC007B-Client Engagement Skills
Kaplan Higher Education · 2020 · Bridging Course - Behavioural Finance
FPC002B-Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2019 · Bridging Course - Ethics
Advanced Diploma of Financial Services
Kaplan Professional · 2012 · Advanced Diploma (AQF 6)
Margin Lending and Geared Investments
Kaplan · 2011 · Other
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2008 · Diploma (AQF 5)
Bachelor of Business (Property)
RMIT · 1992 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Michelle Louise Roberts claims the profile.
Reviews
Not yet reviewed
No client has reviewed Michelle Louise Roberts on Souffle yet.
Contacting Michelle Louise Roberts
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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