Portfolio Management is crucial to any investor who wants to maximise the return on their portfolio. Robertson & Associates advisers provide an active role in managing portfolios for clients to ensure they achieve the best possible returns. This is achieved through up to date research and regular contact from your adviser.

Domestic Share Advice

Robertson & Associates assist clients to buy and sell most listed Australian stocks. We utilise the research capabilities of a number of large stock broking houses and independent research firms.Our coverage includes large and small capitalisation companies. We are also able to provide clients with economic and strategy based research reports.

Financial Planning News

Taxation rulings and documentation search

eWombat is a targeted search engine that only searches websites relevant to financial planners and accountants. A great resource to search for tax rulings, human services documents, etc.

Look up stock prices

What you need to know

The intention of this website is to provide general information only and it has been created for this purpose. In preparing the website, we have not taken into account the individual objectives or circumstances of any person. Legal, financial and other professional advice should be sought prior to applying the information contained on this website to particular circumstances. Robertson & Associates does not guarantee the accuracy, reliability or security of the content within this site, which may change at any time without notice.

Robertson & de Rooy Pty Ltd T/A Robertson & Associates ABN 86 109 535 631 is a Corporate Authorised Representative (ASIC No.342624) of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence No 297276. Level 7, 115 Pitt Street, Sydney, NSW 2000

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