Financial Adviser
· CASTLEMAINE, VIC
Samuel Kenneth Grimes
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000384424
Samuel Kenneth Grimes is a financial adviser based in Castlemaine, Victoria, with 15 years of experience in the financial services industry. Samuel is currently authorised under Count Financial 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 Bachelor of Commerce from La Trobe University.
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
2008
Bachelor of Commerce
La Trobe University
2010
Diploma in Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending & Geared Investments
Kaplan Professional