The Financial Planning Association of Australia The Financial Planning Association of Australia

David Robertson, CFP®


Name David Robertson, CFP®
Company Pines Financial Planning & Accounting
Address Suite 1, Level 2, 21 Lake Street
Varsity Lakes, QLD 4227
Phone 07 5575 3333
Mobile 0412 751 333
Website www.pines.net.au Note this website is under construction please contact the office on 07 5575 3333 if any questions.

David VR Robertson the CEO of Pines Financial Planning & Accountants (formerly BR Accountants and YBR Elanora) has significant expertise in all facets of Financial Services obtained over the last 30+ years including: Accounting, Tax, Financial & Estate Planning, Investment, Direct Shares, Superannuation & SMSF's, Risk Insurance Individual & Business protection, Loans for Individuals & Business and property transactions. David has attained the following qualifications: CFP with the FPA, CA, CPA, Reg Tax Agent, MFAA, Credit Rep Interactive Mortgage & Finance & Authorised Rep Shartru Wealth Management. He is able to offer a one stop shop for all your financial services needs. He was brought up on a sheep & cattle station in the Riverina, Primary school at Jerilderie, High school education at the Scots School Albury NSW, Degree qualified in Melbourne Vic worked with two firms in the Big 8 (now Big 4) International CA firms in Melbourne. he also worked at ICI Australia (Orica). David was a Rotary Exchange Student to Hastings Nebraska USA in 1977 and spent a further 20 years in Rotary from 1988-2008 and served in 3 Rotary clubs being North Balwyn Vic and after moving to Qld in 1990 became a Charter Member of Robina Rotary Club and finished his years in Rotary including President of Mermaid Beach Rotary Club. He was Treasurer of the FPA Gold Coast Chapter for 5 years and Robina Braves Baseball club for 5 years. He has been the Chairman of Newlife Care Inc a Gold Coast Charity based in Robina since March 2009 retiring as Chair in 2015 and then from the board in 2016.

< Prev Page