David Robertson Email
Financial Adviser @ Aeran
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David Robertson Location
- Queensland, Australia
David Robertson Work
- 2018 -now Financial Adviser @
- 2009 -2018 AMP Advice Miami @ (Formerly ipac Gold Coast, Strategic Planning Partners)
- 2007 -2009 Wealth Manager @ NAB Financial Planning
- 2006 -2007 Paraplanner @ Inteplan Wealth Management Pty Ltd
David Robertson Education
- Financial Planning Association
Certified Financial Planner
- Kaplan Professional
Master of Financial Planning
- Kaplan Professional
Margin Lending and Geared Investments (Financial Planning and Services)
- Kaplan Professional
Graduate Certificate in Financial Planning (Financial Planning and Services)
- Kaplan Professional
Self Managed Super Funds (Financial Planning and Services)
- Kaplan Professional
Diploma of Financial Services (Financial Planning and Services)
- Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning and Services)
David Robertson Summary
- David Robertson, based in Queensland, Australia, is currently a Financial Adviser at Aeran Pty Ltd. David Robertson brings experience from previous roles at (Formerly ipac Gold Coast, Strategic Planning Partners), NAB Financial Planning and Inteplan Wealth Management Pty Ltd. David Robertson holds a Certified Financial Planner @ Financial Planning Association. David Robertson has 1 emails on RocketReach.
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