Financial Adviser
· BURLEIGH HEADS, QLD
Samuel James Boon
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001305760
Samuel James Boon is a financial adviser based in Burleigh Heads, Queensland, with 3 years of experience in the financial services industry. Samuel is currently authorised under Cruz 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 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
Not authorised for Self Managed Superannuation Funds or Margin Lending
Not authorised for Self Managed Superannuation or Standard Margin Lending
AAN WEALTH MANAGEMENT PTY LTD
not SMSF
Source: ASIC Financial Advisers Register