Anna-Marie Robertshaw
Financial Adviser in Research, Victoria, Australia
Review Anna-Marie Robertshaw
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000254369
- Location
- Research VIC 3095
- Licensee
- Maslow Drive Pty Ltd (AFSL 478935)
- Authorised since
- 24 November 2015
- First provided advice
- 2002
- Qualifications
- Diploma of Financial Planning, Financial Planning Association & Deakin University (2003); Diploma of Financial Services (Financial Planning), Financial Services Training & Assessment Pty Ltd (2006); Self-Managed Superannuation, FSTA (2007); Margin Lending, GWM Adviser Services Limited (2011); Masters of Business (Financial Planning), University of Southern Queensland (2016)
- Memberships
- Association of Independently Owned Financial Professionals (AIOFP); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Anna-Marie Robertshaw
Anna-Marie Robertshaw is a financial adviser in Research, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000254369.
The licensee Anna-Marie advises under is Maslow Drive Pty Ltd (AFS licence 478935). The current authorisation started on 24 November 2015.
The register records 2002 as the year Anna-Marie first provided financial advice. The qualifications listed for Anna-Marie include Diploma of Financial Planning (Financial Planning Association & Deakin University, 2003), Diploma of Financial Services (Financial Planning) (Financial Services Training & Assessment Pty Ltd, 2006) and Self-Managed Superannuation (FSTA, 2007). Anna-Marie is recorded as a member of Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Anna-Marie Robertshaw here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Anna-Marie Robertshaw a registered financial adviser?
Yes. Anna-Marie Robertshaw is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000254369.
Which licensee does Anna-Marie Robertshaw work under?
Maslow Drive Pty Ltd, Australian financial services licence 478935.
What can Anna-Marie Robertshaw give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.