NEIL ANTHONY ROBERTSON
Financial Adviser · Canberra, ACT
📚 Qualifications & Training
1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Canberra
2006 - Diploma of Financial Services - Financial Planning - Diploma (AQF 5) - Tribeca
2006 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Stockbrokers & Financial Advisers Limited
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.