Financial Adviser · EVELEIGH, NSW

Samuel John Simpson

17 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003965

Samuel John Simpson is a financial adviser based in Eveleigh, New South Wales, with 17 years of experience in the financial services industry. Samuel is currently authorised under Alliance Wealth Pty Ltd. Samuel 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 Certified Financial Planner Education Program from FPA Australia. Samuel is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce
Murdoch University
2012
Advanced Diploma of Financial Services
Kaplan Professional
2013
Certified Financial Planner Education Program
FPA Australia

Registration History

Nov 2021 - Present Current
FINCHOICE PTY LTD
Jun 2016 - Nov 2021 Ceased
Jun 2012 - Jun 2016 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Mar 2010 - May 2012 Ceased

Source: ASIC Financial Advisers Register