Financial Adviser
· HAWTHORN, VIC
Samuel Foti
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272476
Samuel Foti is a financial adviser based in Hawthorn, Victoria, with 8 years of experience in the financial services industry. Samuel is currently authorised under Strategic Financial Management 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 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business
Swinburne
2018
Diploma of Financial Planning
Mentor Education
2024
Master of Financial Planning
Deakin University
Registration History
WEALTH TRAIL PTY LTD
WEALTH TRAIL PTY LTD
Source: ASIC Financial Advisers Register