Financial Adviser · BURLEIGH HEADS, QLD

Samuel James Boon

BURLEIGH HEADS, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001305760

Licensee

Firstlight Financial Planning

Burleigh Heads, QLD (licence address on ASIC register)

View licensee

About Samuel James Boon

Samuel James Boon is a financial adviser based in Burleigh Heads, Queensland, with 3 years of experience in the financial services industry since 2023. Samuel is currently authorised under Firstlight Financial Planning. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Bachelor Commerce (FP) from James Cook University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Not authorised for Self Managed Superannuation Funds or Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2021

Bachelor Commerce (FP)

James Cook University

2023

Graduate Diploma of Financial Planning

Deakin University

Registration History

Firstlight Financial Planning Pty Ltd

Aug 2025 - Present Current

Not authorised for Self Managed Superannuation Funds or Margin Lending

Picture Wealth Advisory Pty Ltd

Sep 2024 - Jul 2025 Ceased

Not authorised for Self Managed Superannuation or Standard Margin Lending

AAN WEALTH MANAGEMENT PTY LTD

Jan 2024 - Sep 2024 Ceased

Loyalty Financial Services Pty Ltd

Sep 2023 - Dec 2023 Ceased

not SMSF

Source: ASIC Financial Advisers Register