Financial Adviser
· PORT MACQUARIE, NSW
Samuel Robert Donaldson
No disciplinary history on record with ASIC
PORT MACQUARIE,
NSW
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001316079
Practice
Port Macquarie, NSW (practice address on ASIC register)
Licensed through Smarter Financial Planning
About Samuel Robert Donaldson
Samuel Robert Donaldson is a financial adviser based in Port Macquarie, New South Wales. Samuel works at Smarter Financial & Insurance Solutions, which is licensed through Smarter Financial Planning. 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