MARCUS ALAN ROBERTSON
Financial Adviser · Forster, NSW
📚 Qualifications & Training
1989 - Bachelor of Commerce - - University of NSW
1989 - Bachelor of Laws - - University of NSW
1994 - Chartered Accountant - - Institute of Chartered Accountants
1998 - Certified Financial Planner - - Financial Planning Association
1998 - Diploma of Financial Planning - - Financial Planning Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Chartered Accountants
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.