Financial Adviser · MELBOURNE, VIC

Sam Chapman

MELBOURNE, VIC
Tax advice
authorised
ASIC Registered · ADV 001322097
Currently at
Sydney, NSW (firm address)

About Sam Chapman

Sam Chapman is a financial adviser based in Melbourne, Victoria. Sam is currently authorised under Fortnum Private Wealth. Sam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sam's qualifications include a Bachelor of Commerce (Financial Planning) from University of Canberra.

Authorised to Advise On

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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Commerce (Financial Planning)
University of Canberra
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Jul 2026 - Present Current
Not SMSF

Source: ASIC Financial Advisers Register