Brigid Robertson
Senior Investment Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
