Financial Adviser
· SWAN HILL, VIC
Melissa Robertson
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255889
Melissa Robertson is a financial adviser based in Swan Hill, Victoria, with 9 years of experience in the financial services industry. Melissa is currently authorised under Wealth Advice Services Pty Ltd. Melissa holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from La Trobe University, Bendigo. Melissa is a member of CPA Australia (CPA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business (Accounting)
La Trobe University, Bendigo
2014
SMSF Specialist Advisor
SMSF Association
2019
Diploma of Financial Planning
Kaplan Professional
2019
Tier 1 Margin Lending- Personal Advice
Kaplan Professional
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Melissa Robertson is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.
Source: ASIC Financial Advisers Register