Financial Adviser
· ROBINA, QLD
Hugh Stafford Robertson
No disciplinary history on record with ASIC
ROBINA,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342586
Hugh Stafford Robertson is a financial adviser based in Robina, Queensland, with 22 years of experience in the financial services industry since 2004. Hugh is currently authorised under Abundant Wealth Partners, operating through Centaur Financial Services. Hugh holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hugh's qualifications include a Certified Financial Planner from FPA. Hugh is a member of Certified Investment Management Analyst (CIMA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of International Finance (Accointing)
Griffith University
2006
Master of Financial Planning
University of Sunshine Coast
2008
Certified Financial Planner
FPA
2009
ASX Accredited Listed Products Adviser
Kaplan Professional
2009
Self-Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2013
Master of Business Administration
Griffith University
2023
Certified Investment Management Analyst
Investments and Wealth Institute