Financial Adviser · DINGLEY VILLAGE, VIC

Samantha Michaela Bakhurst

3 Years experience
Tax advice
authorised
Currently at
Dingley Village, VIC
ASIC Registered · ADV 001301732

Samantha Michaela Bakhurst is a financial adviser based in Dingley Village, Victoria, with 3 years of experience in the financial services industry. Samantha is currently authorised under Blackcrest Group Pty Ltd. Samantha 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 Master of Financial Planning from Deakin University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Business (Accounting)
Monash University
2014
Bachelor of Business (Banking & Finance)
Monash University
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2020
MAA769 Ethics for Financial Services
Ethics - Deakin University
2022
Master of Financial Planning
Deakin University

Registration History

Nov 2024 - Present Current
Feb 2023 - Nov 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register