Financial Adviser · SYDNEY, NSW

Dennis Souksamlane

SYDNEY, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000340201

Licensee

Personal Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Dennis Souksamlane

Dennis Souksamlane is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry since 2009. Dennis is currently authorised under Personal Financial Services. Dennis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dennis's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney. Dennis 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Applied Finance/Commerce/Accounting

Macquarie University

2008

Master of Commerce (Financial Planning)

University of Western Sydney

2013

Diploma of Australian Tax Law

Tax Institute of Australia

2021

AU Inhouse SMSF Accreditation

AUPFS

Registration History

Personal Financial Services Ltd

Sep 2020 - Present Current

Doctors Financial Services Pty Limited

Feb 2019 - Sep 2020 Ceased

Count Financial Limited

Jun 2017 - Feb 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Industry Fund Services Limited

Apr 2013 - May 2017 Ceased

Northhaven Financial Management Pty Limited

Oct 2011 - Apr 2013 Ceased

Equity Trustees Superannuation Limited

Jun 2011 - Oct 2011 Ceased

GPL (VIC) PTY LTD

Aug 2009 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register