Financial Adviser
· ADELAIDE, SA
Samuel Roger Nunn
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001668
Samuel Roger Nunn is a financial adviser based in Adelaide, South Australia, with 21 years of experience in the financial services industry. Samuel is currently authorised under Halpin Wealth Partners 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 CERTIFIED FINANCIAL PLANNER® from Financial Planning Association. Samuel is a member of Financial Advice Association of Australia (FAAA).
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
2001
Bachelor of Economics
University of Adelaide
2004
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2007
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2007
CERTIFIED FINANCIAL PLANNER®
Financial Planning Association
2010
Margin Lending & Geared Investments
Kaplan
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register