Financial Adviser
· MELBOURNE, VIC
Sammy Gitonga
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272736
Sammy Gitonga is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Sammy is currently authorised under Australia And New Zealand Banking Group Limited. Sammy 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 Applied Finance from FINSIA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Securities - Class of product advice only .
Authorised to provide tax financial advice services
Qualifications and Training
2012
Graduate Diploma Applied Finance
FINSIA
2019
FP002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Securities - Class of product advice only .
Source: ASIC Financial Advisers Register