Financial Adviser · ADELAIDE, SA

Samuel Patrick Wallis-smith

ADELAIDE, SA

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242718

Practice

Wallis-smith Financial Planning

Adelaide, SA (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Samuel Patrick Wallis-smith

Samuel Patrick Wallis-smith is a financial adviser based in Adelaide, South Australia, with 30 years of experience in the financial services industry since 1996. Samuel works at Wallis-smith Financial Planning, which is licensed through Alliance Wealth. 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 from University of Adelaide. Samuel is a member of Certified Financial Planner (CFP) of Financial Advice Association Australia (FAAA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor Commerce

University of Adelaide

2000

Diploma of Financial Planning (DFP 1-8)

Financial Planning Association (FPA)

2011

RG146 Margin Lending

MLC ThreeSixty

Registration History

Alliance Wealth Pty Ltd

Jul 2023 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Consultum Financial Advisers Pty Ltd

Jun 2021 - Jul 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Dec 2003 - May 2021 Ceased

Source: ASIC Financial Advisers Register