Financial Adviser · RESERVOIR, VIC

Samantha Kate Greene

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001238703

Samantha Kate Greene is a financial adviser based in Reservoir, Victoria, with 10 years of experience in the financial services industry. Samantha is currently authorised under Lifespan Financial Planning 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 from FPA. Samantha is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

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

2013
Bachelor of Accounting
La Trobe University
2013
Bachelor of Finance
La Trobe University
2015
Certified Financial Planner
FPA
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Dec 2022 - Present Current
Jan 2016 - Nov 2022 Ceased

Source: ASIC Financial Advisers Register