Hugh Robertson

Centaur Financial Services Pty Ltd

Platinum
18 Yrs Experience
Palm Beach, QLD 4221
Thank you for looking at my profile. While at my firm we are amongst the industry's most awarded, most qualified and with the highest education standards, the enjoyment comes with helping solve people's complexities and helping them to achieve their financial goals.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Master of Business Administration
    • Master of Financial Planning
  • Language spoken
    • English

Centaur Financial Services Pty Ltd

Level 1, 4 Sixth Avenue
Palm Beach, QLD 4221

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.90
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
4.85
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 13

Sort by

4.50

"99999999"

  • Superannuation
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hugh is always well prepared when we have a review on our investments & superannuation. He explains clearly what is happening with our investments. He always answers our questions and is clearly very knowledgeable of financial situations regarding our investments. We are very comfortable with Hugh as our financial adviser."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are extremely grateful to Hugh for always being there for us. Ready to answer anything or explain something we are wanting to know or understand. We feel very confident and comfortable knowing Hugh is able to assist us with the understanding of where what and how our finances should look in our retirement years with our best interests at heart always. We have no concerns due to the knowledge Hugh and his team will take care of us and always keep us in the know of where our finances sit and what the best approach or step we need to take. We will be forever grateful. Thanks Hugh"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Hugh as usual has given us advice in areas including loan products, self managed super funds and managing debt. Hugh has the ability to explain things to us in a clear and understanding way. Through Hugh's knowledge and experience, we feel very confident that the advice given was right for our needs. I always receive Hugh's full care and undivided attention along with Jenna at all times.”"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I’m a female in my mid 60s recently widowed in the last few years and at the time felt very vulnerable, really having no one to bounce things off, I found everything financially very daunting. Found Hugh and the staff really fantastic they explain things to me in a way that I do understand and very reassuring.I have been very happy with the results of my investments and feel very confident and relaxed with it all now ..Would highly recommend Centaur Hugh and his staff at Palm Beach ."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hugh has been responsive to our needs and requirements. His advice is always honest and aimed at meeting our needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always find Hugh to go above and beyond to ensure I understand everything and know what's going on. He keeps in touch during times of uncertainty and is available to assist with any questions or concerns I have. He's very honest and straight forward which is important to me."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Hugh has been a tremendous help to me and my family is helping structure our long term financial goals. I recommend him strongly to anyone who is looking to build wealth and set themselves up for retirement."

  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Hugh is very trustworthy, honest and doesn't give advice that is designed to make him money, but what is best for the client."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have great faith in the financial planning that Hugh has undertaken for me since I retired 10 years ago. He is always just a phone call away, and has my best interests at heart. He undertakes frequent reviews of my investments and has achieved above market results for me. I have no hesitation in recommending Hugh to friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Business Administration

Level
9 - Masters Degree
Institution
Griffith University
Completed
2013

Master of Financial Planning

Level
9 - Masters Degree
Institution
University of the Sunshine Coast (USC)
Completed
2006

Bachelor of International Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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