Financial Adviser · GEELONG WEST, VIC

Samuel John Murdoch Dunbabin

24 Years experience
Tax advice
authorised
Currently at
Geelong West, VIC
ASIC Registered · ADV 001003423

Samuel John Murdoch Dunbabin is a financial adviser based in Geelong West, Victoria, with 24 years of experience in the financial services industry. Samuel is currently authorised under Ap Licence 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 Bachelor of Commerce from Deakin University. 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

2002
Bachelor of Commerce
Deakin University
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Jul 2023 - Present Current
Aug 2019 - Jul 2023 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2015 - Feb 2019 Ceased
Mar 2010 - May 2015 Ceased
Permitted - SMSFs including establishment and wind up

Source: ASIC Financial Advisers Register