Financial Adviser
· BRISBANE CITY, QLD
Samuel George Winston Kerr
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272840
Practice
Port Melbourne, VIC (practice address on ASIC register)
Licensed through Nucleus Advice
About Samuel George Winston Kerr
Samuel George Winston Kerr is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry since 2018. Samuel works at Super Wealth Advice, which is licensed through Nucleus Advice. Samuel holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Samuel's qualifications include a Master of Financial Planning from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: The following restrictions apply: Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Mentor Education Pty Ltd
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2017
Bachelors of Psychology
Massey University
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2020
Tier 1 Margin Lending
Other - Kaplan Professional
2021
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Deakin University
2025
Foundations of Directorship
Australian Institute of Company Directors
Registration History
The following restrictions apply: Derivatives
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register