Financial Adviser · ASCOT, WA

Samuel Douglas Gray

ASCOT, WA

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342943

Practice

Incito Wealth

Ascot, WA (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Samuel Douglas Gray

Samuel Douglas Gray is a financial adviser based in Ascot, Western Australia, with 17 years of experience in the financial services industry since 2009. Samuel works at Incito Wealth, which is licensed through Alliance Wealth. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Samuel is a member of Certified Financial Planner (CFP) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce (Accounting and Finance Streams)

Murdoch University

2001

Bachelor of Science (Information Systems)

Murdoch University

2004

Diploma of Financial Services (Financial Planning)

FPA Australia

2009

Graduate Diploma of Applied Finance (Financial Planning)

Kaplan Higher Education

2014

Accredited Listed Product Adviser Program

Kaplan Professional

2014

Margin Lending Course

Kaplan Professional

2014

Self Managed Superannuation Funds Program

Kaplan Professional

2017

Certified Financial Planner (CFP) Education Program

FPA Australia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Sep 2024 - Present Current

Millennium 3 Financial Services Pty Ltd

Oct 2013 - Aug 2024 Ceased

Government Debentures, Stocks or Bonds - Class of product only.

Dwa Managed Accounts Pty Ltd

Nov 2009 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register