Financial Adviser
· FORSTER, NSW
Marcus Alan Robertson
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264774
Marcus Alan Robertson is a financial adviser based in Forster, New South Wales, with 28 years of experience in the financial services industry. Marcus is currently authorised under Paragem Pty Limited. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Marcus is a member of Financial Advice Association of Australia (FAAA) and Institute of Chartered Accountants.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and 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