Hugh recently sat down with Adam Crabbe, Risk Strategy Specialist at Zurich Financial Services Australia to discuss the Centaur difference, fees and client engagement, and the process of informing clients after the initial client meeting.
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Independent Financial Adviser (ifa) Excellence Awards Finalists 2023
We are delighted to announce that the Centaur Financial Services team and Hugh Robertson have been listed as Finalists for the Independent Financial Adviser (IFA) Excellence Awards for 2023. Centaur Financial Services has been named a finalist in the ifa Excellence Awards for Client Servicing Company of the Year. Hugh Robertson has been named as…
the PODCAST – Super & Tax Changes + EOFY Tips | Episode 13
Centaur Financial Services is delighted to share with you our most recent PODCAST – touching on all of the most recent and upcoming changes including EOFY tips and tricks to ensure you stay ahead of the super and tax game. You can catch the latest episode on Spotify or YouTube. This new episode has our…
Switching the managed accounts tap on – Professional Planner
Managing Director, Hugh Robertson joins Eleanor Menniti, Head of Client Product Strategy & Consultant Relations at BlackRock, on the Principals in Practice Podcast Series hosted by Tahn Sharpe. Tahn Sharpe, Editor of Professional Planner recently shared on the ‘Switching the managed accounts tap on’ podcast, that managed accounts present a clear value proposition for most…
the PODCAST – Market Update | Episode 9
Centaur Financial Services is delighted to share with you our podcast series with new podcast episodes dropping frequently. You can catch the latest episode on Spotify or YouTube called: the PODCAST – Market Update | Episode 9. Episode 9 has our Financial Advisers – Nick Georgopoulos and Bobby Byrne chatting with Managing Director – Hugh…
Buy Hold Sell: Income for all ages
Our very own Hugh Robertson joins Livewire’s Chris Conway in yet another special Income Series edition of Buy Hold Sell. In this episode, Livewire drew on the Investment expertise of Hugh Robertson from Centaur Financial Services and David Lane from Ord Minnett. As stated by Livewire in the release of this edition of Buy Hold Sell –…
The Inside Network – Practice of the Future masterclass
Our Managing Director – Hugh Robertson was asked to speak at The Inside Networks’ most recent Master Class. On Tuesday, Hugh was honoured to be invited as a panellist at The Inside Networks – Practice of the Future masterclass, in Brisbane. Hugh joined a panel discussion on Practice efficiencies – Outsourcing, SMAs, and platforms with Stephanie Woo,…
