Financial Adviser · RESEARCH, VIC

Anna-marie Robertshaw

RESEARCH, VIC

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000254369

Currently at

Blueprint Advisory Services

Research, VIC (firm address)

View firm profile

About Anna-marie Robertshaw

Anna-marie Robertshaw is a financial adviser based in Research, Victoria, with 24 years of experience in the financial services industry since 2002. Anna-marie is currently authorised under Maslow Drive, operating through Blueprint Advisory Services. Anna-marie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anna-marie's qualifications include a Masters of Business (Financial Planning) from University of Southern Queensland. Anna-marie is a member of Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association & Deakin University

2006

Diploma of Financial Services (Financial Planning)

Financial Services Training & Assessment Pty Ltd

2007

Self-Managed Superannuation

FSTA

2011

Margin Lending

GWM Adviser Services Limited

2016

Masters of Business (Financial Planning)

University of Southern Queensland

Registration History

Maslow Drive Pty Ltd

Nov 2015 - Present Current

GUARDIANFP PTY LIMITED

Jun 2011 - Nov 2015 Ceased

GUARDIANFP PTY LIMITED

Dec 2005 - Feb 2010 Ceased

SYNERGY ADVISORY SERVICES PTY LTD

Dec 2003 - Dec 2005 Ceased

Source: ASIC Financial Advisers Register