Our Team
Greg Robertson
Greg has over 20 years experience as a financial planner, with over 35 years of experience in banking and finance. After working in for a leading investment, superannuation and life insurance provider Greg decided to follow his passion for helping out others by making a career switch to financial planning. From wealth creation to retirement planning and everything in between, Greg has the knowledge and experience to help you to achieve your goals and take full advantage of your financial situation.
As well as being a keen supporter of junior soccer and a long time coach, Greg is a regular scuba diver on the Gold Coast. He is also a dedicated family man, especially to his dog Walter.
Greg holds a Diploma from the Australian Insurance Institute, an Advanced Diploma of Financial Planning, and recently passed the FASEA exam.
Greg is a member of the Association of Financial Advisers Limited and is an Authorised Representative of Alliance Wealth Pty Ltd.
Mikhaila Robertson
Mikhaila has recently completed her Masters in Financial Planning. She became an adviser in December 2019 after spending many years with us as a client service specialist. She has a keen interest in developing new skills and improving her knowledge of the finance industry.
Mikhaila is responsible for the technical preparation and administration of advice, product and investment research, and client administration and sits in with Greg on appointments to develop her advice skills further.
Outside of work, Mikhaila enjoys scuba diving, rock climbing and travelling. She is at the mercy of her twos Spoodles - Muesli and Theodore (Teddy for short).
Mikhaila has also completed the FASEA exam, and began her academic career with a Bachelor of Science that she utilises to apply a scientific mind to your portfolios.
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India Robertson
RECEPTION
One half of our reception team, India is your first point of call when you reach out to us.
She enjoys socialising, spending quality time with her dog Penny and impressing us all with her skin and makeup expertise.
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Jordan Robertson
RECEPTION
The other half of our reception team, Jordan is always ready to greet you with a smile and a coffee.
On her time off, she enjoys being a sewing extraordinaire, looking after her three dogs: Lanie, Ellie and Winnie and playing hockey.