Meet the team

Roberta D’Aquila

Associate Adviser

Roberta is a dedicated and client-focused Associate Adviser who consistently delivers high standards of service and care.

She holds a Bachelor of Commerce, majoring in Finance, and a Graduate Diploma in Financial Planning. Roberta is currently completing her Professional Year, demonstrating her commitment to ongoing development and excellence in financial advice.

Prior to entering the financial services industry, Roberta worked as an education consultant, a role that sharpened her communication skills and deepened her ability to understand and respond to individual client needs.

Her approach to financial advice is grounded in integrity, empathy, and a strong commitment to achieving the best possible outcomes for her clients.

Roberta values the importance of work-life balance. Outside work, she enjoys the outdoors and would never say no to a new experience.

She is also a pet lover and embraces an active lifestyle that supports her overall wellbeing.