Our Team

Meet the RGA Team

We work together to provide the comprehensive capabilities and deep-industry knowledge necessary to help you solve the most complex financial issues. Through the utilisation of our in-house expertise and a combination of external professionals, we continue to deliver solutions to our clients in a timely and efficient manner.

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.
Sally Berthelsen
Sally Berthelsen
SMSF Administrator & Chartered Accountant
With over 7 years experience as a Chartered Accountant and Superannuation Administrator, Sally aims to help Clients navigate the complexities of Tax and Superannuation so they feel comfortable in their understanding, and confident that their Personal and/or SMSF accounts are compliant.
Wanda McAllister
Wanda McAllister
Client Service Officer
Wanda joined Robertson Group in 2017 and now acts as the principal Client Service Officer.  She has worked in a variety of administrative positions during her career, including all levels of Government and Law. Having built a strong rapport with our clients, she has become the first point of call for any administrative requirements. Wanda looks forward to building her skills and providing ongoing excellent customer service.