ANNA-MARIE ROBERTSHAW
Financial Adviser · Research, VIC
📚 Qualifications & 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
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.