Financial Adviser
· IVANHOE, VIC
Sam Koranias
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245034
Sam Koranias is a financial adviser based in Ivanhoe, Victoria, with 10 years of experience in the financial services industry. Sam is currently authorised under Asvw Financial Services Pty Ltd. Sam 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 Business(Financial Planning) from La Trobe University. Sam 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor Business(Financial Planning)
La Trobe University
2016
Advanced Diploma of Financial Planning
Mentor Education
2022
Ethics for Financial Services (intensive)
Ethics - Deakin Business School