Financial Adviser · WICKHAM, NSW

Sam Martin Mcgregor

2 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001309214

Sam Martin Mcgregor is a financial adviser based in Wickham, New South Wales, with 2 years of experience in the financial services industry. Sam is currently authorised under Politis Investment Strategies 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 Commerce from University of Newcastle.

Authorised to Advise On

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

Restrictions: Financial product advice restricted as per Letter of Authorisation issued

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor of Commerce

University of Newcastle

2023

Graduate Diploma of Financial Planning

Kaplan

Registration History

Politis Investment Strategies Pty Ltd

May 2024 - Present Current

Financial product advice restricted as per Letter of Authorisation issued

Source: ASIC Financial Advisers Register