Financial Adviser
· CHATSWOOD, NSW
Samantha Jane Obeney
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338490
Samantha Jane Obeney is a financial adviser based in Chatswood, New South Wales, with 17 years of experience in the financial services industry. Samantha is currently authorised under Paragem Pty Limited. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education.
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
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self-Managed Superannuation Funds
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2024
Master of Financial Planning
Kaplan Higher Education