Hugh Robertson
Financial Adviser
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About
Hugh Robertson is an ASIC-registered financial adviser based in Robina, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong academic foundation including a Bachelor of International Finance (Accounting) from Griffith University and a Master of Financial Planning from the University of Sunshine Coast, Hugh combines theoretical knowledge with practical experience to deliver exceptional service. Hugh's commitment to professional development is evident through his certifications, including Certified Financial Planner (CFP), ASX Accredited Listed Products Adviser, and Certified Investment Management Analyst (CIMA). He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his dedication to upholding the highest industry standards. Authorised to provide advice on a wide range of financial products, Hugh specialises in superannuation, insurance, wealth management, and retirement planning. His expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring clients receive well-rounded guidance. Key services include: • Superannuation advice • Retirement planning • Wealth management • Investment strategies • Insurance solutions Ready to take control of your financial future? Contact Hugh Robertson today for a consultation and discover how personalised financial advice can help you achieve your dreams.
Specialisations
Areas of Expertise
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Hugh Robertson typically work with?
Hugh works with a diverse range of clients, including individuals, families, and those managing self-managed superannuation funds (SMSFs). He tailors his advice to meet the unique needs of each client, ensuring personalised and effective financial strategies.
What qualifications does Hugh Robertson have?
Hugh holds a Bachelor of International Finance (Accounting), a Master of Financial Planning, and a Master of Business Administration. He is a Certified Financial Planner (CFP) and a Certified Investment Management Analyst (CIMA). He also holds accreditations for ASX Listed Products, SMSFs, and Margin Lending.
What is the first step in working with Hugh Robertson?
The first step is to schedule an initial consultation. This allows Hugh to understand your financial situation, goals, and concerns. During this meeting, you can discuss your needs and determine if his services are the right fit for you.
Can Hugh Robertson help with retirement planning?
Yes, retirement planning is one of Hugh's key areas of expertise. He can help you develop a comprehensive retirement plan that addresses your income needs, investment strategies, and superannuation options to ensure a comfortable retirement.
What should I expect during a financial planning session with Hugh Robertson?
During a financial planning session with Hugh, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and the development of a tailored financial plan. Hugh will explain complex concepts in a clear and understandable manner, ensuring you feel confident and informed every step of the way.
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