Financial Adviser · NEWCASTLE WEST, NSW

Samuel James Arnott

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001257324

Samuel James Arnott is a financial adviser based in Newcastle West, New South Wales, with 9 years of experience in the financial services industry. Samuel is currently authorised under Cutcher & Neale Financial Services Pty Ltd. Samuel holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Financial Accounting) from University of Newcastle. Samuel is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

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

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

2008
Financial Accounting 2 ACG27
University of South Australia
2008
Global Issues for Accounting ACG33
University of South Australia
2008
Introduction to Financial Planning FNP11
Royal Melbourne Institute of Technology
2009
Bachelor of Commerce (Financial Accounting)
University of Newcastle
2011
Chartered Accountant Program
Chartered Accountants Australia and New Zealand
2016
SMSF Specialist Advisor Program
SMSF Association Ltd
2024
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Higher Education

Registration History

Jul 2017 - Present Current
Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Source: ASIC Financial Advisers Register