OzPlan – Sunbury Office

6 College Place, SUNBURY VIC 3429
Ph : (03) 9744 7392
Fax: (03) 9744 7875
Email: angusrobertson@ozplan.com.au

angus-robertson-portraitAngus Robertson B Bus (Acc) Dip FP
Authorised Representative (224783)

Angus has over 18 years’ experience as a financial adviser, providing technical and financial planning services to clients across a broad range of needs.

He has experience in banking, accounting, and 10 years in the stockbroking industry before joining OzPlan as a director in July 2015. Angus had previously worked in one of the original OzPlan offices when the company was established in 1999.

Angus takes a strong interest in:

  • Self-Managed Superannuation Funds
  • Commercial superannuation
  • Investment planning
  • Retirement planning
  • Redundancy
  • Wealth accumulation
  • Direct share advice
  • Pension construction
  • Cashflows and
  • Managing and reporting on portfolios for High Net Worth individuals, Family Offices; charities and not-for-profit organisations.

His philosophy is to ensure that his clients have an informed basis on which to make their own investment decisions with his expert guidance.

Angus is married with twin sons. He is a golf tragic, and enjoys watching a diverse range of sports.