Peter Robertson
CFP®, CERTIFIED FINANCIAL PLANNER®,
I am the owner of Peter Robertson Financial Planning. I have been working in the Financial planning industry for 27 years. I have attained a Diploma in Financial Planning and I am a Certified Financial Planner with the Financial Planning Association. I also am an Authorised Representative of AMP Financial Planning.
I can provide advice in the following areas:
- Investments strategies (strategic asset allocation)
- Budget and cash flow management
- Debt management (including borrowing for personal and investment purposes)
- Salary packaging
- Superannuation strategies and retirement planning
- Personal insurance
- Centrelink and other government benefits
- Ongoing advice and services, including regular portfolio reviews
- Aged care
I can arrange the following products and services
- Superannuation, including retirement savings accounts
- Employer superannuation
- Managed investments
- Investor directed portfolio services (for example, administration platforms)
- Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
- Retirement income streams, including pensions and annuities
- Personal and group Insurance (life cover, disability, income protection and trauma)
- Life investment products including whole of life, endowment and bonds
- Arranging for listed securities, shares and debentures to be bought and sold via a platform and broker.
- Limited selection of investment guarantees
