Financial Adviser · MELBOURNE, VIC

Samuel Hugh Kenrick

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001281486

Samuel Hugh Kenrick is a financial adviser based in Melbourne, Victoria, with 5 years of experience in the financial services industry. Samuel is currently authorised under H.e.s.t. Australia Ltd.. Samuel holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accountancy) from RMIT. Samuel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2018
Bachelor of Business (Accountancy)
RMIT
2018
Bachelor of Business (Financial Planning)
RMIT
2019
Ethics and Profesionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Sep 2024 - Present Current
Limited to HESTA products
Sep 2020 - Jun 2021 Ceased
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
Apr 2020 - Jun 2020 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.

Source: ASIC Financial Advisers Register