Financial Adviser
· MELBOURNE, VIC
Sarah Robinson (mcdonald)
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005251
Sarah Robinson (mcdonald) is a financial adviser based in Melbourne, Victoria, with 39 years of experience in the financial services industry. Sarah is currently authorised under Macquarie Bank Limited. Sarah 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 Diploma of Financial Planning from Financial Advice Association of Australia Limited. Sarah 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
Diploma of Financial Planning
Financial Advice Association of Australia Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Fixed Income Course
FIIG
2014
Ter 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2018
Accredited Aged Care Professional
Aged Care Steps (ACS) Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register