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Mark Roberts Email & Phone Number
Senior Private Wealth Advisor
at
William Buck
1 work email found
@tdls.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Private Wealth Advisor
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Mark Roberts? Overview
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Quick answer
Mark Roberts is listed as Senior Private Wealth Advisor at William Buck, a company with 1089 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at tdls.com.au and a matched LinkedIn profile for Mark Roberts.
Mark Roberts previously worked as Certified Financial Planner (R) at Tailored Lifetime Solutions Pty Ltd and Senior Financial Planner at Viridian Advisory. Mark Roberts holds Fasea Financial Planner'S Exam, Pass from Fasea.
Company email context
Email format at William Buck
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{first_initial}{last}@tdls.com.au
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AeroLeads found 1 current-domain work email signal for Mark Roberts. Compare company email patterns before reaching out.
Profile bio
About Mark Roberts
Experienced Senior Financial Advisor with a demonstrated history of working in the financial services industry. Completed all FASEA requirements including Exam and Ethics Unit. Accredited Certified Financial Planner(r). Skilled in Risk Management, Financial Planning, Wealth Accumulation, Retirement Planning, and Individual Pension Plans. Strong finance professional graduated from Deakin University. Also completed SMSF unit with Kaplan.
Listed skills include Personal Insurance, Superannuation, Individual Pension Plans, and Wealth Accumulation.
Current workplace
Mark Roberts's current company
Company context helps verify the profile and gives searchers a useful next step.
William Buck
5 roles
Mark Roberts work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner (R)
Current
Oct 2020 - Present
Senior Financial Planner
At Viridian Advisory, we provide a highly personalised suite of financial services to our clients who are based across Australia. Our services include investment advice, superannuation, estate planning, insurance, lending and bespoke portfolio management.We pride ourselves on working to really understand people so we can help them live the life they.
Jul 2019 - Oct 2020
Senior Financial Adviser
Bt Advice
Oct 2011 - Jun 2019
Personal Banker
Nov 2008 - Oct 2011
Team & coworkers
Colleagues at William Buck
Other employees you can reach at williambuck.com. View company contacts for 1089 employees →
MC
Manon Caloin
Colleague at William BuckAuckland, Auckland, New Zealand, New Zealand
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MM
Matthew Monaghan
Colleague at William BuckGreater Brisbane Area, Australia
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SF
Shari Fischer
Colleague at William BuckBrisbane City, Queensland, Australia, Australia
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MB
Matt Baron
Colleague at William BuckGreater Adelaide Area, Australia
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C(
Cindy (Xinyi) Yuan
Colleague at William BuckGreater Sydney Area, Australia
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AE
Anuththara Elpitiya
Colleague at William BuckMelbourne, Victoria, Australia, Australia
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SZ
Stefanie Zerafa
Colleague at William BuckBlacktown, New South Wales, Australia, Australia
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JL
Junaide Latif
Colleague at William BuckBrisbane, Queensland, Australia, Australia
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PL
Phebe Lois Manalo
Colleague at William BuckPampanga, Central Luzon, Philippines, Philippines
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VB
Varun Bhat
Colleague at William BuckAdelaide, South Australia, Australia, Australia
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Manon Caloin
Colleague at William BuckAuckland, Auckland, New Zealand, New Zealand
View →
MM
Matthew Monaghan
Colleague at William BuckGreater Brisbane Area, Australia
View →
SF
Shari Fischer
Colleague at William BuckBrisbane City, Queensland, Australia, Australia
View →
MB
Matt Baron
Colleague at William BuckGreater Adelaide Area, Australia
View →
C(
Cindy (Xinyi) Yuan
Colleague at William BuckGreater Sydney Area, Australia
View →
AE
Anuththara Elpitiya
Colleague at William BuckMelbourne, Victoria, Australia, Australia
View →
SZ
Stefanie Zerafa
Colleague at William BuckBlacktown, New South Wales, Australia, Australia
View →
JL
Junaide Latif
Colleague at William BuckBrisbane, Queensland, Australia, Australia
View →
PL
Phebe Lois Manalo
Colleague at William BuckPampanga, Central Luzon, Philippines, Philippines
View →
VB
Varun Bhat
Colleague at William BuckAdelaide, South Australia, Australia, Australia
View →
5 education records
Mark Roberts education
Fasea Financial Planner'S Exam, Pass
Fasea
Certified Financial Planner
Financial Planning Association
Bachelor Of Commerce - Bcom, Finance, Financial Planning, Marketing, Distinction
Bachelor Of Commerce - Bcom, Finance, Financial Planning, Marketing, Distinction
Bachelor Of Commerce (B.Com.), Finance, Marketing, Financial Planning
FAQ
Frequently asked questions about Mark Roberts
Quick answers generated from the profile data available on this page.
What company does Mark Roberts work for?
Mark Roberts works for William Buck.
What is Mark Roberts's role at William Buck?
Mark Roberts is listed as Senior Private Wealth Advisor at William Buck.
What is Mark Roberts's email address?
AeroLeads has found 1 work email signal at @tdls.com.au for Mark Roberts at William Buck.
Where is Mark Roberts based?
Mark Roberts is based in Greater Melbourne Area, Australia, Australia while working with William Buck.
What companies has Mark Roberts worked for?
Mark Roberts has worked for William Buck, Tailored Lifetime Solutions Pty Ltd, Viridian Advisory, Bt Advice, and Westpac.
Who are Mark Roberts's colleagues at William Buck?
Mark Roberts's colleagues at William Buck include Manon Caloin, Matthew Monaghan, Shari Fischer, Matt Baron, and Cindy (Xinyi) Yuan.
How can I contact Mark Roberts?
You can use AeroLeads to view verified contact signals for Mark Roberts at William Buck, including work email, phone, and LinkedIn data when available.
What schools did Mark Roberts attend?
Mark Roberts holds Fasea Financial Planner'S Exam, Pass from Fasea.
What skills is Mark Roberts known for?
Mark Roberts is listed with skills including Personal Insurance, Superannuation, Individual Pension Plans, and Wealth Accumulation.
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