Financial Adviser
· SYDNEY, NSW
Sam Lachlan Carroll
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000322725
Sam Lachlan Carroll is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Sam is currently authorised under Walker Lane Pty Ltd. Sam 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 of Business from Australian Catholic University. Sam is a member of Financial Advice Association of Australia (FAAA).
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
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Bachelor of Business
Australian Catholic University