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Ashley Roberts Location
Melbourne, VIC, AU
Ashley Roberts Work
Business Growth Manager @ (December 2025 - Present)
Corporate Relationship Manager @ (June 2024 - December 2025)
Head of Paraplanning and Client Services @ (August 2023 - March 2024)
Paraplanning Manager @ (June 2019 - August 2023)
Financial Planner Coach @ (November 2018 - May 2019)
Senior Paraplanner @ (January 2016 - November 2018)
Financial Planner @ (April 2013 - January 2016)
Private Wealth Associate @ Commonwealth Private Bank (October 2011 - April 2013)
Paraplanner @ (April 2008 - October 2011)
Paraplanner @ (April 2007 - March 2008)
Ashley Roberts Education
Deakin University
Bachelor of Commerce (Accounting, Finance, Financial Planning)
2004-2006
Brauer College
VCE
1998-2003
Ashley Roberts Skills
Superannuation
Income Protection
Wealth
Wealth Management
Retirement Planning
Wealth Accumulation
Pensions
Investment Strategies
Investment Advisory
Strategic Financial Planning
Investments
Asset Allocation
Insurance
Life Insurance
Financial Planners
Ashley Roberts Summary
Ashley Roberts, based in Melbourne, VIC, AU, is currently a Business Growth Manager at North. Ashley Roberts brings experience from previous roles at Iress, Akambo Financial Group and BT Financial Group. Ashley Roberts holds a 2004 - 2006 Bachelor of Commerce in Accounting, Finance, Financial Planning @ Deakin University. With a robust skill set that includes Superannuation, Income Protection, Wealth, Wealth Management, Retirement Planning and more. Ashley Roberts has 1 emails on RocketReach.
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