Financial Adviser
· SYDNEY, NSW
Samuel Hoffmann Kunrath
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000412989
Samuel Hoffmann Kunrath is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Samuel is currently authorised under Lifespan Financial Planning 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 Master of Commerce-major in International Finance from University of New South Wales. Samuel 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Master of Commerce-major in International Finance
University of New South Wales
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Chartered Alternative Investment Analyst (CAIA)
Chartered Alternative Investment Analyst Association
2021
Graduate Diploma of Financial Planning
Kaplan Professional