SARAH ROBINSON (MCDONALD)
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association of Australia Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2014 - Fixed Income Course - Other - FIIG
2014 - Ter 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd
2018 - Accredited Aged Care Professional - Other - Aged Care Steps (ACS) Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.