Financial Adviser · NARARA, NSW

Samuel Byrne

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269799

Samuel Byrne is a financial adviser based in Narara, New South Wales, with 8 years of experience in the financial services industry. Samuel is currently authorised under Australia National Investment Group 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 Bachelor Commerce from Macquarie University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor Commerce
Macquarie University
2016
Diploma of Financial Planning
Kaplan
2017
Advanced Diploma Financial Planning
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

May 2023 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Nov 2018 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register