A city skyline at night with a boat in the water.
Andrew Robertson

Andrew Robertson

Authorised representative number: 000259120

Senior Private Client Adviser

Based on informed analysis and prudent judgement and considering your needs as a whole, my aim is to provide you with the objectivity and guidance to make meaningful decisions.
Starting in 1980 with Lance Jones & Co, becoming a partner then Managing Director prior to merging with Henderson Charlton Ltd, continuing to be a Director when it became Challenger First Pacific. I joined RBS Morgans Limited in 2003 as a Senior Adviser and for a period of time was a Director.

Investment Style

Working in conjunction with clients to obtain an understanding of their needs with an aim to providing them with investment balance and security. My core objective is to create long-term portfolio strategies.

Services and Specialties

Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Self-Managed Super Funds
Portfolio Administration
Wealth Management

Qualifications and Professional Affiliations

Bachelor of Commerce


Master Member of Stockbrokers and Investment Advisers Association (MSIAA)


Margin Lending
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits.