Financial Adviser
· BRISBANE CITY, QLD
Samuel Mackay
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003645
Samuel Mackay is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry since 2013. Samuel is currently authorised under MacKay Private Partners, operating through MacKay Private Wealth. 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 Certified Financial Planner (CFP) from Financial Advice Association Australia. Samuel 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
2011
Bachelor of Business (Finance)
Queensland University of Technology
2012
Diploma of Financial Planning
Kaplan
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2019
Certified Financial Planner (CFP)
Financial Advice Association Australia
2019
Ehics & Professionalism in Financial Advice
Ethics - Kaplan Professional