Financial Adviser · MILDURA, VIC

Sam Kernaghan

14 Years experience
Tax advice
authorised
Currently at
Melbourne, VIC
ASIC Registered · ADV 001000487

Sam Kernaghan is a financial adviser based in Mildura, Victoria, with 14 years of experience in the financial services industry. Sam is currently authorised under Akambo Pty Ltd. Sam 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 Master of Applied Finance (Financial Planning) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2015
SMSF Coursework
Kaplan
2017
Master of Applied Finance (Financial Planning)
Charles Sturt University
2025
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan

Registration History

Nov 2022 - Present Current
Margin Lending
Aug 2021 - Nov 2022 Ceased
Jan 2020 - May 2021 Ceased
Mar 2018 - Jan 2020 Ceased
Not authorised to provide personal advice on Standard Margin Lending
Nov 2015 - Mar 2018 Ceased

Source: ASIC Financial Advisers Register