Qualifications

Hugh Robertson

Managing Director / Senior Financial Adviser

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

Hugh is an Award-winning Financial Adviser with unparalleled expertise in the areas of superannuation, retirement planning, investments and personal insurance. Hugh is regarded as one of the best in the industry and has numerous industry awards and has appeared in the American publication Barron’s as one of the top Advisers in Australia as well as being on The Australian Newspapers Money Puzzle podcast and written for Money magazine.

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, is an SMSF Accredited Specialist and is a Certified Investment Management Analyst (CIMA), the only one on the Gold Coast.

Whether you are just starting your wealth accumulation journey or need help managing your retirement assets in preparation for distribution to the next generation, he brings a wealth of experience that he’s spent over 19 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 emphasises the need to adjust your investment plans as your goals and needs change.

Our clients want a trusted adviser that puts their needs first. A team of professionals that provides great financial planning strategies to help clients solve their pain points of today while building a plan to reach their goals, with intelligent investment advice, and a great service culture. That is what we have built at Centaur – reliable outcomes, intelligent investments and great service.” 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 its 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 four young children, Archer, Harvey, Jack and Eloise. In his time outside the office, let’s be honest, there isn’t much spare time with four young children, but relaxing and enjoying the beautiful Gold Coast, and being involved in the Gold Coast community, are important to Hugh.

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

Awards & 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