Our People

Greg Robertson – Financial Planner

Greg has over 15 years experience as a financial planner, with over 30 years of experience in banking and finance.  After working in for a leading investment, superannuation and life insurance provider Greg decided to follow his passion for helping out others by making a career switch to financial planning.   From property investment to retirement planning and everything in between, Greg has the knowledge and experience to help you to achieve your goals and take full advantage of your financial situation. 

As well as being a keen supporter of junior soccer and a long time coach, Greg is a regular scuba diver on the Gold Coast.  He is also a dedicated family man. 

Greg holds a Diploma from the Australian Insurance Institute, an Advanced Diploma of Financial Planning, and is a Justice of the Peace (C Dec.).  

Greg is a member of the Association of Financial Advisers Limited  and is an Authorised Representative of MyPlanner Professional Services Pty Ltd.   

 

Joanie Robertson – Office Manager 

As well as running the office Joanie has over 15 years of experience in financial planning, debt reduction and debt management strategies, and can help you to get on top of your finances, manage your debts, and begin on the path to a secure financial future. 

Between running the office and looking after the kids Joanie is also passionate about horses, from casual weekend riding to competitions. 

Joanie holds a Diploma of Financial Planning, and is well on the way of completing her Advanced Diploma of Financial Planning.  She also holds a range of specialist Mortgage and Financing qualifications. 

 

Stephen Meiklejohn – Client Service Specialist

With over 30 years of experience in banking and finance, Stephen has the knowledge, skills and experience to handle all of your needs and exceed your expectations.  Stephen has a deep working knowledge of the banking and investment industries, having worked extensively in branch management at Commonwealth Bank and Investment Services at MLC.  

Stephen is responsible for client administration, compliance, advice standards and investment performance reviews. 

Outside of work Stephen is an avid book reader, cinema goer and adventure sportsman.  After a hard day at work he loves to put on the skis, sky dive or play paint ball. 

Stephen has completed a Bachelor of Business Management and is a Commissioner for Declarations. 

 

Mikhaila Robertson – Client Service Specialist

Mikhaila is currently completing an Advanced Diploma in Financial Planning.  She has a keen interest in developing new skills and improving her knowledge of the finance industry. 

Mikhaila is responsible for the technical preparation and administration of advice, product and investment research, and client administration.  

Outside of work, Mikhaila enjoys scuba diving, rock climbing and travel.

Mikhaila has completed a Bachelor of Science, with an environmental focus, as she is passionate about conservation of marine life.