Brigid Robertson
Financial Adviser
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About
Brigid Robertson is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through tailored and strategic advice. With a strong foundation built upon industry-recognized qualifications including the SDIA Accreditation Program Assessment from SDIA/Deakin (2002), the RMIT/SDIA Superannuation Module (2005), and Margin Lending and Geared Investments certification from Kaplan Education (2011), Brigid offers expertise and a commitment to ongoing professional development. Brigid is authorized to provide advice on a comprehensive range of financial products, ensuring a holistic approach to wealth creation and protection. This includes specialist advice on superannuation, wealth management, securities and government debt securities. Key services offered: • Superannuation advice and planning • Wealth management strategies • Investment advice, including securities and government debt Brigid's approach centers on understanding each client's unique circumstances and aspirations, developing strategies that align with their individual needs and risk tolerance. Whether you are planning for retirement, seeking to grow your wealth, or require expert guidance on superannuation, Brigid can provide the knowledge and support you need to make informed financial decisions. Contact Brigid today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Brigid Robertson offer?
Brigid Robertson specializes in superannuation advice, wealth management, and investments including securities and government debt. She provides tailored advice based on your individual financial goals and risk profile.
What are Brigid Robertson's qualifications?
Brigid holds several industry qualifications, including the SDIA Accreditation Program Assessment (SDIA/Deakin), the RMIT/SDIA Superannuation Module, and certification in Margin Lending and Geared Investments (Kaplan Education).
How does Brigid Robertson develop a financial plan for her clients?
Brigid works closely with each client to understand their current financial situation, future goals, and risk tolerance. She then develops a personalized financial plan that outlines strategies to achieve those goals, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Brigid?
During your initial consultation, Brigid will discuss your financial circumstances, goals, and any concerns you may have. This meeting is an opportunity for you to get to know Brigid and for her to understand your needs and determine how she can best assist you.
Does Brigid Robertson provide ongoing support and advice?
Yes, Brigid offers ongoing support and advice to help you stay on track with your financial goals. She provides regular reviews of your financial plan and makes adjustments as needed to reflect changes in your circumstances or market conditions.
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