The Financial Planning Association of Australia The Financial Planning Association of Australia

Jason Roberts, CFP®


Name Jason Roberts, CFP®
Company Insight Advisors P/L
Address Corner Eighth Street and Lemon Avenue
Mildura, VIC 3500
Phone 03 50220132
Mobile 0408178047
Email [email protected]
Website http://

Jason Roberts is a Certified Financial Planner and a CFP member of the FPA. Jason has had over 20 years experience in the Finance Industry, with 10 years in the Banking sector and the last 14 in the Financial Planning sector.
Jason completed his Diploma of Financial Planning in 2003 and the Certified Financial Planning Program in 2008.
Jason provides advice on a full range of Financial Planning matters including, Deposit and Payment Products, General Financial Planning, Life Risk Insurance Products, Managed Investments, Securities, Direct Equities, Tax Effective Investments, Superannuation and Retirement Savings Accounts and Margin Lending.

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