Financial Adviser
· NORWOOD, SA
Donald Sampson
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000427944
Donald Sampson is a financial adviser based in Norwood, South Australia, with 14 years of experience in the financial services industry. Donald is currently authorised under Alliance Wealth Pty Ltd. Donald 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) Education Program from FPA Australia. Donald is a member of Certified Financial Planner (CPF) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Finance
University of Adelaide
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2016
Tier 1 Margin Lending
Other - Kaplan Professional
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Certified Financial Planner (CFP) Education Program
FPA Australia
2024
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education