Anna-Marie Robertshaw
Financial Adviser
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About
Anna-Marie Robertshaw is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a career spanning over two decades, Anna-Marie holds a Diploma of Financial Planning from the Financial Planning Association & Deakin University (2003), a Diploma of Financial Services (Financial Planning) from Financial Services Training & Assessment Pty Ltd (2006), and a Masters of Business (Financial Planning) from the University of Southern Queensland (2016). Her commitment to professional development is further demonstrated through certifications in Self-Managed Superannuation and Margin Lending. As a member of the Association of Independently Owned Financial Professionals (AIOFP) and the Financial Advice Association of Australia (FAAA), Anna-Marie adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. Anna-Marie can also advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Anna-Marie provides expert guidance and tailored strategies in the following key areas: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Wealth management Ready to take control of your financial future? Contact Anna-Marie Robertshaw today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does Anna-Marie Robertshaw offer?
Anna-Marie Robertshaw provides advice on a range of financial products and services, including superannuation, retirement planning, and various types of insurance. She can also assist with investment strategies and wealth management.
What qualifications does Anna-Marie Robertshaw have?
Anna-Marie holds a Diploma of Financial Planning, a Diploma of Financial Services (Financial Planning), and a Masters of Business (Financial Planning). She also has certifications in Self-Managed Superannuation and Margin Lending.
What is the process for becoming a client of Anna-Marie Robertshaw?
The process typically starts with an initial consultation to discuss your financial goals and current situation. From there, Anna-Marie will develop a tailored financial plan to help you achieve your objectives. Regular reviews and adjustments will be made as needed to ensure your plan remains aligned with your changing circumstances.
How does Anna-Marie Robertshaw stay updated on the latest financial regulations and trends?
Anna-Marie is committed to ongoing professional development and is a member of professional organizations. This ensures she remains informed about the latest changes in the financial industry and can provide clients with the most current and relevant advice.
What can I expect from working with Anna-Marie Robertshaw as my financial adviser?
You can expect personalized, professional advice tailored to your unique financial situation. Anna-Marie prioritizes building long-term relationships with her clients, providing ongoing support and guidance to help them achieve their financial goals.
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