Centaur Financial Services

Our very own Hugh Robertson has been highlighted as one of the new entrants to the Barron’s top 100 adviser list for 2022, receiving a special mention in today’s The Australian Business Review by Wealth Editor, James Kirby.

According to James, Australia’s top financial advisers need to make some room for new talent with a record 22 new financial planners joining The Australian’s Top 100 Advisers list to be published this Friday in The Deal magazine.

In keeping with the wider Barron’s Top Adviser list, James mentions that several of the nation’s key wealth advice firms are well represented among the new entrants.

Excerpt below

Also new to the list – published in conjunction with the New York-based investment publication Barron’s – are adviser representatives from less well-known practices that are now building a strong reputation in the sector. Welcome aboard to Paul Leggett of Arrow Private Wealth, Hugh Robertson of Centaur Financial Services, Sam Stillone of Insight Private Wealth and Dave Haydon of Kelly Wealth Services.

Hugh Robertson of Centaur Financial Services, which operates out of Palm Beach in Queensland, began his career with a legend of the financial advice business – author Noel Whittaker.

Robertson worked at Whittaker Macnaught before starting his own operation, where there is now a staff of 11 with 4 full-time planners.The client base at Centaur runs to all types of investor with a heavy skew towards retirees who often move to Robertson’s neighbourhood for the weather and lifestyle.

Centaur has a minimum entry for new clients set at $500,000 and the average client has approximately $975,000 in investable assets.

According to Robertson, advice in 2022 reflects the sombre mood in the wider markets with a major emphasis on asset protection. “Things might have been a bit too easy for a while there in the wealth space,” he says.

Joining Robertson on the list for the first time is Belinda Von Knoll, who operates out of the Perth office for the Shadforth Group. Von Knoll is a specialist adviser to the Self Managed Super Fund sector.

Source: The Australian Business Review

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