Data sourced from ASIC Financial Advisers Register
Financial Adviser · MARSDEN, QLD

Mikhaila Joan Robertson

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272871
Currently at
Robertson Financial Planning
Bundall, QLD
View firm profile

Mikhaila Joan Robertson is a financial adviser based in Marsden, Queensland, with 8 years of experience in the financial services industry since 2018. Mikhaila is currently authorised under Alliance Wealth, operating through Robertson Financial Planning. Mikhaila holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mikhaila's qualifications include a Master of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Science (Marine Science and Zoology)
University of Queensland
2016
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2016
Securities and Managed Investments Course (DFP4)
Kaplan Professional
2016
Tax for Financial Advising Course (DFP5v1)
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Commercial Law Course (TASACLv1)
Kaplan Professional
2021
Master of Financial Planning
Kaplan Higher Education
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd
Jul 2021 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Avana Financial Solutions Pty Ltd
Jul 2020 - Jul 2021 Ceased
Advice on superannuation excludes self managed superannuation funds
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Dec 2018 - Jun 2020 Ceased
Advice on superannuation excludes self managed superannuation funds

Source: ASIC Financial Advisers Register