Financial Adviser · MARSDEN, QLD

Gregory Peter Robertson

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000243456

Currently at

Bundall, QLD

View firm profile

Gregory Peter Robertson is a financial adviser based in Marsden, Queensland, with 30 years of experience in the financial services industry since 1996. Gregory is currently authorised under Alliance Wealth, operating through Robertson Financial Planning. Gregory holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Gregory's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Tribeca Learning. Gregory is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

1988

Diploma pf General Insurance

Australian Institute of Insurance

2004

Advanced Diploma of Financial Services (Financial Planning)

Tribeca Learning

2004

Diploma of Financial Services (Financial Planning)

Tribeca Learning

Registration History

Alliance Wealth Pty Ltd

Jul 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds

Avana Financial Solutions Pty Ltd

Jun 2020 - Jul 2021 Ceased

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Aug 2017 - Jun 2020 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2003 - Aug 2017 Ceased

Source: ASIC Financial Advisers Register