Financial Adviser
· GREENSLOPES, QLD
Samuel Turrisi
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309781
Samuel Turrisi is a financial adviser based in Greenslopes, Queensland, with 27 years of experience in the financial services industry. Samuel is currently authorised under Roskow Independent Advisory 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 Graduate Diploma of Financial Planning from Kaplan. Samuel is a member of Certified Independent Financial Advisers Association (CIFAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2015
Advanced Diploma of Financial Planning
Mentor Education
2022
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register