MELISSA ROBERTSON
Financial Adviser · Swan Hill, VIC
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University, Bendigo
2014 - SMSF Specialist Advisor - Other - SMSF Association
2019 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - Tier 1 Margin Lending- Personal Advice - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
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.