Melissa Robertson
Financial Adviser in Swan Hill, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255889
- Location
- Swan Hill VIC 3585
- Licensee
- Wealth Advice Services Pty Ltd (AFSL 451703)
- Authorised since
- 12 April 2022
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Accounting), La Trobe University, Bendigo (1995); SMSF Specialist Advisor, SMSF Association (2014); Diploma of Financial Planning, Kaplan Professional (2019); Tier 1 Margin Lending- Personal Advice, Kaplan Professional (2019)
- Memberships
- CPA Australia (CPA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Melissa Robertson
On the Financial Advisers Register kept by ASIC, Melissa Robertson appears as a current financial adviser in Swan Hill, Victoria, adviser number 001255889.
Advice is given under the Australian financial services licence of Wealth Advice Services Pty Ltd, licence number 451703. The current authorisation started on 12 April 2022.
According to the register, Melissa first provided financial advice in 2017. The qualifications listed for Melissa include Bachelor of Business (Accounting) (La Trobe University, Bendigo, 1995), SMSF Specialist Advisor (SMSF Association, 2014) and Diploma of Financial Planning (Kaplan Professional, 2019). Melissa is recorded as a member of CPA Australia (CPA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Melissa Robertson a registered financial adviser?
Yes. Melissa Robertson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255889.
Which licensee does Melissa Robertson work under?
Wealth Advice Services Pty Ltd, Australian financial services licence 451703.
What can Melissa Robertson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds; retirement savings accounts.