Brigid Robertson
Senior Investment Adviser
My aim is to provide the vey best advice I can for each individual client, acting in their best interests and being committed to achieving the best outcome possible.
Brigid has worked in financial services as an Investment Advisor, servicing a broad range of clients for over twenty years, with a specific focus on developing long term relationships across multiple generations. Brigid is a curious person with a particular interest in the small and micro cap sector.
Investment Style
Brigid has a history of establishing strong and deep knowledge of her clients and understanding their particular needs. Her investment philosophy is that patience is a necessary facet of the investment markets. She works to create ;portfolios specific to her individual clients for the medium to long term, with a focus on a combination of growth and income.
Services and Specialties
Investment Advice
Stockbroking
Superannuation Advice
Portfolio Administration
Qualifications and Professional Affiliations
SDIA Accreditation Program RG146
Superannuation Module
Associations
No items found.
Competencies
Managed Investments
Securities
Generic
Superannuation
I am a Director and Shareholder of Bungeeltap Equities Pty Ltd, which is a Corporate Authorised Representative of Morgans Financial Limited - Melbourne. As a Director and Shareholder of Bungeeltap Equities Pty Ltd, I am remunerated by way of salary, bonuses and dividends.
