Financial Adviser
· WEST PERTH, WA
Matthew Gary Robertson
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000298827
Matthew Gary Robertson is a financial adviser based in West Perth, Western Australia, with 20 years of experience in the financial services industry since 2006. Matthew is currently authorised under Sfs Licence, operating through Shakespeare Financial Services. Matthew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Matthew's qualifications include a Certified Financial Planner from Financial Planning Association. Matthew is a member of Financial Advice Association of Australia (FAAA).
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
2005
Bachelor of Business (Financial Planning)
RMIT University
2006
Certified Financial Planner
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan