Data sourced from ASIC Financial Advisers Register
Financial Adviser · MACKAY, QLD

Samantha Michelle Robertson

MACKAY, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270005
Practice
Financial Protection NQ
Mackay, QLD (practice address on ASIC register)
Licensed through Millennium 3 Financial Services
View practice

About Samantha Michelle Robertson

Samantha Michelle Robertson is a financial adviser based in Mackay, Queensland, with 8 years of experience in the financial services industry since 2018. Samantha works at Financial Protection NQ, which is licensed through Millennium 3 Financial Services. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samantha's 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