Financial Adviser · MELBOURNE, VIC

Sam Blake Jewell

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001236582

Sam Blake Jewell is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Sam is currently authorised under Akumin Financial Planning Pty Limited. 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 of Commerce from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Commerce

Monash University

2015

Diploma of Financial Planning

Monarch Institute

2021

Advanced Diploma of Financial Planning

Monarch Institute

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Dec 2017 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

APOGEE FINANCIAL PLANNING PTY LTD

Oct 2015 - Dec 2017 Ceased

Source: ASIC Financial Advisers Register