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