Financial Adviser
· MELBOURNE, VIC
Sam Fimis
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310094
Sam Fimis is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. Sam is currently authorised under Canaccord Genuity Financial Limited. Sam holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Legal Studies from La Trobe University. Sam is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Legal Studies
La Trobe University
2007
Bachelor of Economics
La Trobe University
2010
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2020
Relevant Provider Exam
FASEA