Financial Adviser · WOLLONGONG, NSW

Samuel Luke Fletcher

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000309685

Samuel Luke Fletcher is a financial adviser based in Wollongong, New South Wales, with 19 years of experience in the financial services industry. Samuel is currently authorised under Aware Financial Services Australia Limited. 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Samuel is a member of Aged Care Steps, CFP - Certified Financial Planner (FPA) and 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2007
E151 Taxation and Strategies for Financial Planning
Finsia
2008
Graduate Diploma Of Financial Planning
Finsia
2010
Certified Financial Planner
Financial Planning Association of Australia (FPA)

Registration History

Aug 2025 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
May 2021 - Jun 2025 Ceased
Mar 2021 - Apr 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ENERGY INDUSTRIES SUPERANNUATION SCHEME PTY LIMITED
Oct 2018 - Oct 2020 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Feb 2013 - Jul 2018 Ceased
FUTUREPLUS FINANCIAL SERVICES PTY LIMITED
Jul 2011 - Feb 2013 Ceased
PREMIUM WEALTH MANAGEMENT PTY LTD
Jan 2007 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register