Financial Adviser
· MILDURA, VIC
Samantha Murnane
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000488
Samantha Murnane is a financial adviser based in Mildura, Victoria, with 21 years of experience in the financial services industry. Samantha is currently authorised under Findex Advice Services Pty Ltd. Samantha 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Samantha 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Business (Accounting)
La Trobe University
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2010
Margin Lending & Geared Investments
Kaplan Professional
2017
SMSF Core Course
DBA Network Pty Ltd
2018
Accredited Aged Care Professional
Aged Care Steps
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional