Our Business

About Us

Our company vision and advisor approach towards servicing your financial needs every step of the way.

Advisors to the Professionals


Here at Robertson Group Australia (RGA), we are a “boutique” financial services group dedicated to providing quality financial advice to our professional clientele. 

Established in 1991, RGA services the total financial needs of high net worth individuals, sophisticated investors and healthcare professionals including Doctors, Pharmacists and Dentists, Australia-wide. 

Our mission is to assist clients to make wise choices with their money and keep their financial house in order. As such, we make an uncompromising commitment to providing a high standard of service, giving clients total control over their finances while freeing up their time to devote to other life pursuits.  

We pride ourselves on drawing from best practice in a variety of financial fields, coordinating a team of specialists dedicated to assisting clients to achieve their financial objectives.

We look forward to working with you. 

 

How We Work


Initial Consultation

At this introduction meeting, we will discuss your current overall situation and determine if we believe you will benefit from receiving our financial planning services. Our fee structure and review service levels are also discussed with you as an overview of your requirements and expectations.

Fact Find

The Fact Find component involves the completion of a confidential questionnaire during a one-on-one consultation with an RGA Advisor. Specifically, this is where we work with you to establish your personal goals and objectives that form the basis for the financial analysis and recommendation of your personal financial plan.

Statement of Advice

Based on the Financial Analysis, we will conduct an in-depth review of the information gathered before generating a proposal document known as a Statement of Advice. This document details the recommendations for your consideration and approval.

Implementation

This is the most complex area of your financial plan. When you have agreed to and authorised the proposed recommendations, we will facilitate the complete implementation of the recommended strategies. In accordance with the services engaged, we will ensure that throughout this process, the placement of your investments, superannuation, risk management and/or estate planning are directed in your best interests.

Ongoing Review

The success of any financial plan is solely dependent on how it can cater for changes to your lifestyle and to your personal goals. As such, a review program serves to play an integral role by ensuring your goals and objectives are achieved. Together, we will invest considerable time into thoroughly establishing, managing and reviewing your financial plan moving forward.

 

 

 

 

Your Advisors


John Robertson
John Robertson
Managing Director & Personal Finance Director (Authorised Rep No. 274929)
As Managing Director, John brings a wealth of experience to our private clients. He has spent over three decades working with the best of the best; from Godfrey Pembroke to ANZ to Morgan Stanley Smith Barney. John’s passion to succeed is demonstrated by his extensive experience within equities research, banking, finance, insurance, superannuation, accounting and property development.
Alvin Wong
Alvin Wong
Financial Planner, Risk Advisor & Mortgage Broker (Authorised Rep No. 316313)
Alvin joined Robertson Group in 2010 as a Financial Advisor. With over a decade worth of experience, he enjoys getting to know his clients on a personal level and helping them to achieve their life goals. Alvin holds a Bachelor of Commerce and a Bachelor of Engineering from the University of Queensland, an Advanced Diploma in Financial Planning and SMSF accreditation.
Jaklyn Stephan
Jaklyn Stephan
Manager of Business Operations & Paraplanner (Authorised Rep No. 493702)
Jaklyn joined the RGA Team in 2012 as an Adviser Assistant. Gaining years of industry experience has stimulated her desire to become a Financial Planner herself. Completing her Diploma of Financial Planning in 2018, Jaklyn now acts as the Manager of Business Operations; co-ordinating Adviser and support staff workflow requirements to achieve effective results for clients.

Financial Services Guide


The Robertson Group Australia Financial Services Guide (“FSG”), a document to keep you informed of the matters surrounding our relationship and the portfolio of services we offer.

Financial Services Guide Version 2.4 1 January 2020