Sarah Robinson (McDonald)
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005251
- Location
- Melbourne VIC 3000
- Licensee
- Macquarie Bank Limited (AFSL 237502)
- Authorised since
- 7 November 2019
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning, Financial Advice Association of Australia Limited (1992); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Fixed Income Course, FIIG (2014); Ter 2 Deposit Products and non-cash payment products Tier 2 (personal advice), Financial Education Professionals Pty Ltd (2014); Accredited Aged Care Professional, Aged Care Steps (ACS) Pty Ltd (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Robinson (McDonald)
Sarah Robinson (McDonald) is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001005251).
Advice is given under the Australian financial services licence of Macquarie Bank Limited, licence number 237502. The current authorisation started on 7 November 2019.
According to the register, Sarah first provided financial advice in 1987. The qualifications listed for Sarah include Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1992), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Fixed Income Course (FIIG, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sarah Robinson (McDonald) a registered financial adviser?
Yes. Sarah Robinson (McDonald) is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005251.
Which licensee does Sarah Robinson (McDonald) work under?
Macquarie Bank Limited, Australian financial services licence 237502.
What can Sarah Robinson (McDonald) give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending.