fbpx
Hugh Robertson - Gold Coast Financial Planner

Hugh Robertson

Managing Director and Senior Financial Adviser

MFinPlan, MBA, BCom(Acc), CFP®, SMSF Specialist™

Hugh is an Award-winning Financial Adviser with unparalleled expertise in the areas of superannuation, retirement planning, investments and personal insurance. He’s the financial partner extraordinaire you wish you had found 5 years ago.

He heads up the financial advice team and is a Certified Financial Planner, holds a Master of Financial Planning, an MBA, a degree in International Finance, and is an SMSF Specialist.

Whether you are just starting your wealth accumulation journey or need help managing your retirement assets in preparation for distribution for the next generation, he brings a wealth of experience that he’s spent over 17 years refining.

The trifecta is finding a great adviser with education and qualifications, great client testimonials, and awards. Hugh has achieved all of these.

Hugh’s main goal is to help you make well-informed decisions on what investments are right for you. He also emphasizes the need to adjust your investment plans as your goals and needs change.

“Leadership is helping people achieve their goals and growing themselves, understanding that there is a ‘Centaur’ way of doing things,” says Hugh.

He believes there is a better way to approach managing and protecting wealth and is focused on empowering his clients to achieve financial freedom.

Centaur Financial Services exists to fulfil his vision of creating greater awareness about the benefits of financial advice and how it can help everyday Australians live a higher quality of life and have greater confidence in achieving their goals.

Outside of his passion for work, Hugh and his wife, Joanne, share a busy household with 4 young children, Archer, Harvey, Jack and Eloise. In his time outside of the office, let’s be honest there isn’t much spare time with 4 young children, but relaxing and enjoying the beautiful Gold Coast, and being involved in the Gold Coast community, is important to Hugh.

Qualifications

Masters Financial Planning
Masters Business Administration
Bachelor International Finance (Accounting Major)

Awards and Recognition

Hugh is the recipient of the Industry’s most prestigious awards, including the coveted AFA Advisor of the Year Award (2018) and the IFA Excellence Award Winner (2019) for Goal-Based Advisor of the Year.

AFA Adviser of the Year Winner 2018
Independent Financial Adviser (IFA) Excellence Award Winner for Goal-Based Adviser of the Year 2019
Independent Financial Adviser (IFA) Excellence Award Finalist for Boutique Advice Firm of the Year 2019
Independent Financial Adviser (IFA) Excellence Award Finalist for Self-Licensed Firm of the Year 2020
Independent Financial Adviser (IFA) Excellence Award Finalist for Investment Adviser of the Year 2020
Independent Financial Adviser (IFA) Excellence Award Finalist for Client Outcomes of the Year 2020
Independent Financial Adviser (IFA) Excellence Awards Best New Licensee 2016
Financial Standard Power 50 Most Influential Advisers in Australia 2020
Financial Standard Power 50 Most Influential Advisers in Australia 2019
Financial Standard Power 50 Most Influential Advisers in Australia 2018

Hugh is a Sub Authorised Representative (#342586) of Centaur Financial Services, Corporate Authorised Representative (#342372) of Australian Advice Network Pty Ltd.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

Book Contact

Contact Us To Schedule A Complimentary Meeting

Complete the following form and we will be in touch to arrange a Complimentary appointment.