Financial Adviser
· HAWTHORN EAST, VIC
Samuel Jackson Eley
No disciplinary history on record with ASIC
HAWTHORN EAST,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234685
Samuel Jackson Eley is a financial adviser based in Hawthorn East, Victoria, with 16 years of experience in the financial services industry since 2010. Samuel is currently authorised under Gilham Financial Management. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Samuel is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2016
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2017
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FASEA Financial Adviser Exam
Financial Adviser Standards and Ethics Authority
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited