Financial Adviser
· TRARALGON, VIC
Sam Alan Woodhouse
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255703
Sam Alan Woodhouse is a financial adviser based in Traralgon, Victoria, with 13 years of experience in the financial services industry. Sam is currently authorised under Lifespan Financial Planning 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 Bachelor of Commerce (Financial Planning) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Financial Planning)
Deakin University
2019
Certificate IV in Finance and Mortgage Broking
International Institute of Technology
2019
Self Managed Superannuation Funds
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Tax for Financial Advising
Kaplan
Registration History
Source: ASIC Financial Advisers Register