Our People

Max Robertson - Certified Financial Planner

Max began his financial services career in 1984 with AMP specialising in superannuation and retirement needs. In 1990, Max gained position as an authorised representative of Hillross Pty Ltd an AMP planning subsidiary. Since July 1995 Max has been an authorised representative of Securitor Financial Group. Max is a Certified Financial Planner and member of the Financial Planning Association of Australia Ltd. Max has completed the Diploma of Financial Planning through Deakin University and also holds a Diploma of the Australian Insurance Institute.

Annette Hollingworth - Client Services & Administration

Annette is Max's secretary and assists with client support, liaison with fund managers and stockbrokers. Annette handles the administration of all our client investments and paperwork. Annette joined Life Financial Services in August 2005.

Erica Cummins - Financial Planning Assistant

Erica has worked with Max since June 1998 and holds a Bachelor of Business - Financial Planning degree. Erica is involved in assisting Max in the processes of financial planning for our clients as well as administration of client portfolios.

Karen Davey - Financial Planning Assistant

Karen joined the Life Financial Services team in April 2011. Karen has completed a Bachelor of Commerce, majoring in Accounting and Financial Planning. During her studies Karen decided to pursue a career path in Financial Planning to assist clients in achieving financial security, life goals and formulating a comfortable retirement plan.

Debby Shipp - Accounts

Debby is our account manager and also provides administrative support. Debby joined the Life Financial Services team in May 2009.

Max Robertson is an authorised representative of
Securitor Financial Group P/L (ABN 48 009 189 495)
Australian Financial Services Licensee 240687
Credit Representative Number 372285
Level 7, 530 Collins Street, Melbourne, Vic 3000

	Max Robertson - Certified Financial Planner Max began his financial services career in 1984 with AMP specialising in superannuation and retirement needs. In 1990, Max gained position as an authorised representative of Hillross Pty Ltd an AMP planning subsidiary. Since July 1995 Max has been an authorised representative of Securitor Financial Group. Max is a Certified Financial Planner and member of the Financial Planning Association of Australia Ltd. Max has completed the Diploma of Financial Planning through Deakin University and also holds a Diploma of the Australian Insurance Institute.
	Annette Hollingworth - Client Services & Administration Annette is Max's secretary and assists with client support, liaison with fund managers and stockbrokers. Annette handles the administration of all our client investments and paperwork. Annette joined Life Financial Services in August 2005.
	Erica Cummins - Financial Planning Assistant Erica has worked with Max since June 1998 and holds a Bachelor of Business - Financial Planning degree. Erica is involved in assisting Max in the processes of financial planning for our clients as well as administration of client portfolios.
	Karen Davey - Financial Planning Assistant Karen joined the Life Financial Services team in April 2011. Karen has completed a Bachelor of Commerce, majoring in Accounting and Financial Planning. During her studies Karen decided to pursue a career path in Financial Planning to assist clients in achieving financial security, life goals and formulating a comfortable retirement plan.
	Debby Shipp - Accounts Debby is our account manager and also provides administrative support. Debby joined the Life Financial Services team in May 2009.