Financial Adviser
· CANBERRA, ACT
Neil Anthony Robertson
No disciplinary history on record with ASIC
CANBERRA,
ACT
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256619
About Neil Anthony Robertson
Neil Anthony Robertson is a financial adviser based in Canberra, Australian Capital Territory, with 24 years of experience in the financial services industry since 2002. Neil is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Neil holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Neil's qualifications include a Bachelor of Commerce from University of Canberra. Neil is a member of Stockbrokers & Financial Advisers Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Commerce
University of Canberra
2006
Diploma of Financial Services
2006
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register