Financial Adviser · PORT MELBOURNE, VIC

Samuel George Winston Kerr

PORT MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272840

Currently at

Super Wealth Advice

Melbourne, VIC (firm address)

View firm profile

Samuel George Winston Kerr is a financial adviser based in Port Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Samuel is currently authorised under Nucleus Advice, operating through Super Wealth 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: The following restrictions apply: 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

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

Nucleus Advice Pty Ltd

May 2026 - Present Current

The following restrictions apply: Derivatives

Iq Financial Services Pty Ltd

Aug 2024 - May 2026 Ceased

Core Value Fa Pty Ltd

Jan 2024 - Aug 2024 Ceased

Nucleus Advice Pty Ltd

Nov 2021 - Jan 2024 Ceased

Akumin Financial Planning Pty Limited

Jun 2019 - Mar 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Dec 2018 - Jun 2019 Ceased

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