Financial Adviser
· MELBOURNE, VIC
Samuel George Winston Kerr
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272840
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Nucleus Advice
About Samuel George Winston Kerr
Samuel George Winston Kerr is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Samuel works at Nucleus Financial Planning, which is licensed through Nucleus Advice. Samuel holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Samuel's qualifications include a Master of Financial Planning from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Restricted - Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Mentor Education Pty Ltd
2017
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2017
Bachelors of Psychology
Massey University
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2020
Tier 1 Margin Lending
Other - Kaplan Professional
2021
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2023
Master of Financial Planning
Deakin University
2025
Foundations of Directorship
Australian Institute of Company Directors
Registration History
Restricted - Derivatives
The following restrictions apply: Derivatives
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register