Financial Adviser
· PORT MACQUARIE, NSW
Samuel Robert Donaldson
No disciplinary history on record with ASIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001316079
Samuel Robert Donaldson is a financial adviser based in Port Macquarie, New South Wales. Samuel is currently authorised under Smarter Financial Planning Pty Ltd. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel holds a BACHELOR OF BUSINESS (FINANCIAL PLANNING) from SWINBURNE UNIVERSITY OF TECHNOLOGY. Samuel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2024
BACHELOR OF BUSINESS (FINANCIAL PLANNING)
SWINBURNE UNIVERSITY OF TECHNOLOGY