Financial Adviser · CANBERRA, ACT

Nicola Robertson

CANBERRA, ACT
1 Years experience
Tax advice
authorised
ASIC Registered · ADV 001310526
Currently at
Sydney, NSW (firm address)

About Nicola Robertson

Nicola Robertson is a financial adviser based in Canberra, Australian Capital Territory, with 1 year of experience in the financial services industry since 2025. Nicola is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Nicola holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Nicola's qualifications include a Master of Financial Planning from Kaplan Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2021
Bachelor of Arts
Australian National University (ANU)
2021
Bachelor of Finance
Australian National University (ANU)
2024
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
Master of Financial Planning
Kaplan Education Pty Ltd

Registration History

Jul 2024 - Present Current

Source: ASIC Financial Advisers Register