Our Team

Buy & Sell shares ASX Sunshine Coast Queensland.  Specialising in stockbroking and share portfolio management.

asset managers sunshine coastSam Robson

DIRECTOR

Sam Robson has worked in the Stockbroking & Financial services industry for over 25 years.  Sam has worked at the top echelon of Stock Broking houses including Macquarie Bank,  Saloman Smith Barney/Citigroup and Cantor Fitzgerald, London.

After Macquarie closed their Noosa office, Sam obtained his own AFS Licence and opened First Point Wealth Management.

Sam’s AFS Licence authorises him to advise clients to trade in Australian Equities, Derivatives, Hybrids, Exchange Traded Options and  Managed Discretionary Accounts.

Sam has a loyal client base and deals with many Financial Planners around Australia.

His knowledge, experience, ethical manner and proven results make Sam their broker of choice.

Sam can be contacted direct on (07) 5449 2220 or sam@firstpointwm.com.au


Sam is involved in the following organisations:

 

logo hearts in union

 

Hearts in Union
Sam is a Director of this great charity which raises funds for rugby players who suffer catastrophic spinal injuries whilst playing the game.

www.heartsinunion.com.au

 

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St Andrews Anglican College
Peregian Springs  – School Council Risk & Compliance Committee


Tania Robson

OFFICE & COMPLIANCE MANAGER

Tania has worked in the Stock Broking industry for 20 years, covering all aspects of the Stock Broking office. Predominately as a Seats operator in Trading for 10 years, Tania has trained many staff members in Stock Brokers administration procedures, Trading and Compliance.

Tania most recently spent 3 years working as an Office Manager for an Accounting Practice.

She is experienced in Trading, Compliance, Stock Brokers Administration, Client Relations, Basic Accounting,  BAS, IAS, Staff Super, Human Resources, Accounts Payable & Receivable.

Tania has completed Compliance course RG146 in Securities & General Knowledge 2017, Stock Brokers Administration,  Legal Framework & Compliance and Compliance Essentials 2016.

Tania can be contacted on (07) 5449 2220 or tania@firstpointwm.com.au