Financial Adviser
· MELBOURNE, VIC
Samuel John Adams
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284812
Samuel John Adams is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry. Samuel is currently authorised under Oreana Financial Services Pty Ltd. Samuel 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 CFP from - Financial Planning Association of Australia. Samuel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor Degree
- Swinburne University of Technology
2005
Advanced Diploma
- Kaplan
2010
CFP
- Financial Planning Association of Australia