Financial Adviser · MACKAY, QLD

Samantha Michelle Robertson

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270005

Samantha Michelle Robertson is a financial adviser based in Mackay, Queensland, with 8 years of experience in the financial services industry. Samantha is currently authorised under Millennium 3 Financial Services Pty Ltd. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Samantha 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 Deposit Products Government Bonds

Restrictions: Superannuation - All authorisation above excludes SMSF Advice

Authorised to provide tax financial advice services

Qualifications and Training

2016

Diploma of Financial Planning

International Institute of Technology

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Jul 2024 - Present Current

Superannuation - All authorisation above excludes SMSF Advice

Gardian Financial Services Pty Ltd

Oct 2022 - May 2024 Ceased

Self Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Nov 2018 - Oct 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register