Marcus Alan Robertson
Financial Adviser in Forster, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000264774
- Location
- Forster NSW 2428
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 15 November 2009
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce, University of NSW (1989); Bachelor of Laws, University of NSW (1989); Chartered Accountant, Institute of Chartered Accountants (1994); Certified Financial Planner, Financial Planning Association (1998); Diploma of Financial Planning, Financial Planning Association (1998)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Chartered Accountants
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcus Alan Robertson
Marcus Alan Robertson is a financial adviser in Forster, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000264774.
Advice is given under the Australian financial services licence of Paragem Pty Limited, licence number 297276. The current authorisation started on 15 November 2009.
According to the register, Marcus first provided financial advice in 1998. The qualifications listed for Marcus include Bachelor of Commerce (University of NSW, 1989), Bachelor of Laws (University of NSW, 1989) and Chartered Accountant (Institute of Chartered Accountants, 1994). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Institute of Chartered Accountants.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marcus Alan Robertson a registered financial adviser?
Yes. Marcus Alan Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264774.
Which licensee does Marcus Alan Robertson work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Marcus Alan Robertson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.