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Matthew Robertson CFP®

About Me

I have been in the Financial Planning industry since 2002, and a Financial Adviser since 2006. I assist clients with a broad range of financial planning needs including superannuation, investments, budgeting, life/income protection insurance, planning for retirement (just to name a few). Shakespeare Financial Services is owned by its staff, with no ownership from product providers. The client comes first with anything that we do.

CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Sfs Licence Pty Ltd
CERTIFIED FINANCIAL PLANNER®