Who is William Newland Roberts?
William Newland Roberts is a financial adviser, based in Auckland Central, appointed under the Financial Advice Provider Helm Wealth Advisory Limited, and has been registered on the FSPR for 4 years.
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William Newland Roberts
Financial Adviser at Helm Wealth Advisory Limited
About William Newland Roberts
How is William Newland Roberts regulated?
William Newland Roberts is registered on the Financial Service Providers Register (FSPR)as FSP1002999, with first registration in 2022. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.
What does William Newland Roberts specialise in?
William Newland Roberts provides financial advice covering Financial Adviser. Refer to William Newland Roberts's Public Disclosure Statement and the FSPR record for the binding scope of advice.
Areas of Expertise
Financial Adviser
Financial Advice Provider
Helm Wealth Advisory Limited
FSP 20861 Auckland 8 advisers
Registration Details
Source: FSPR · synced 1 May 2026 · Report incorrect info
Contact William Newland Roberts
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Phone
Not available
Not available
Website
Not available
Address
Floor 37,15 Customs Street West,Auckland Central,1010,New Zealand
Professional Details
Provider: Helm Wealth Advisory Limited
FSP Number: 1002999
About William Newland Roberts
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Qualifications & Education
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Work History
HW
Financial Adviser
Helm Wealth Advisory LimitedMay 2023 – Present
NR
Financial Adviser
Newton Ross Limited
Mar 2023 – Jul 2023
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