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
Website www.pines.net.au

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.

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