Financial Adviser
· ASCOT, WA
Samuel Douglas Gray
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342943
Samuel Douglas Gray is a financial adviser based in Ascot, Western Australia, with 17 years of experience in the financial services industry. Samuel is currently authorised under Alliance Wealth Pty Ltd. Samuel 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) 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
Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register