Financial Adviser
· LEONGATHA, VIC
Samantha Joy Kiely
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237440
Samantha Joy Kiely is a financial adviser based in Leongatha, Victoria, with 27 years of experience in the financial services industry. Samantha is currently authorised under Viridian Advisory Pty Ltd. Samantha 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Samantha 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services
PS146
2010
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma of Financial Services
Kaplan
2015
Accredited Derivatives Advisor Level 1
Kaplan
2017
Self Managed Superannuation Funds
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register