Financial Adviser
· HAWTHORN EAST, VIC
Samuel Alexander Curry
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314552
Samuel Alexander Curry is a financial adviser based in Hawthorn East, Victoria, with 19 years of experience in the financial services industry. Samuel is currently authorised under Advocate Advisory 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 Certified Financial Planner from Financial Advice Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce
Monash University
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Certified Financial Planner
Financial Advice Association of Australia Limited
2016
SMSF Specialist Advisor
SMSF Association
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register