Financial Adviser
· GISBORNE, VIC
Samuel Mackay
No disciplinary history on record with ASIC
GISBORNE,
VIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001323959
Practice
Gisborne, VIC (practice address on ASIC register)
Licensed through Cobalt Advisers
About Samuel Mackay
Samuel Mackay is a financial adviser based in Gisborne, Victoria. Samuel works at The Trustee For Kingsland Family Trust, which is licensed through Cobalt Advisers. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Bachelor of Commerce from Australian Catholic University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Restrictions: Not authorised for Self-Managed Superannuation
Authorised to provide tax financial advice services
Qualifications and Training
2023
Bachelor of Commerce
Australian Catholic University
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Not authorised for Self-Managed Superannuation
Source: ASIC Financial Advisers Register