Matthew Gary Robertson
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298827
- Location
- West Perth WA 6005
- Licensee
- SFS Licence Pty Ltd (AFSL 489820)
- Authorised since
- 7 November 2016
- First provided advice
- 2006
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2005); Certified Financial Planner, Financial Planning Association (2006); Margin Lending and Geared Investments, Kaplan (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Matthew Gary Robertson
On the Financial Advisers Register kept by ASIC, Matthew Gary Robertson appears as a current financial adviser in West Perth, Western Australia, adviser number 000298827.
Matthew provides advice as an authorised representative of SFS Licence Pty Ltd, which holds Australian financial services licence 489820. That authorisation dates from 7 November 2016.
The register records 2006 as the year Matthew first provided financial advice. The qualifications listed for Matthew include Bachelor of Business (Financial Planning) (RMIT University, 2005), Certified Financial Planner (Financial Planning Association, 2006) and Margin Lending and Geared Investments (Kaplan, 2011). Matthew is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Matthew Gary Robertson a registered financial adviser?
Yes. Matthew Gary Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298827.
Which licensee does Matthew Gary Robertson work under?
SFS Licence Pty Ltd, Australian financial services licence 489820.
What can Matthew Gary 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; standard margin lending.