Knowledge, Experience, Integrity

About Robertson & Associates Financial Planning

Robertson & Associates Financial Planning are privately owned and the directors of the business work in the business. We work in the clients best interest and prefer to choose the most appropriate solution to meet your goals and objectives.

We aim to provide the best advice possible to each of our clients. Our financial planners, Marcus Robertson is a CERTIFIED FINANCIAL PLANNER™ practitioner which is a globally recognised mark for financial planning professionals.

We also continue to update our knowledge through ongoing professional training enabling us to be informed of industry information allowing us to give you the best possible service. The team has 40+ years combined experience of working with clients across the financial spectrum.

As a local business we take pride in supporting a range of local charities and community initiatives

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

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What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson de Rooy & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.