Financial Adviser
· GLENELG NORTH, SA
Samuel Garreffa
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006966
Samuel Garreffa is a financial adviser based in Glenelg North, South Australia, with 16 years of experience in the financial services industry. Samuel is currently authorised under Paragem Pty Limited. 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 (CFP) from Financial Planning Association of Australia (FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Commercial Law)
University of South Australia
2010
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2010
Master of Applied Finance
Kaplan Higher Education Pty Limited
2012
Accredited Estate Planning Strategist (AEPS®)
Financial Planning Association of Australia (FPA)
2013
Accredited Estate Planning Strategist (AEPS)
Financial Planning Association of Australia (FPA)
2013
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2013
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
WOTHERSPOON WEALTH PTY LTD
BROUGHAM & VAUX (AUST.) PTY LTD
Source: ASIC Financial Advisers Register