Financial Adviser · EGLINTON, WA

Samuel Harley

EGLINTON, WA

Tax advice
authorised

ASIC Registered · ADV 001323386

Currently at

Shenton

Fig Tree Pocket, QLD (firm address)

View firm profile

About Samuel Harley

Samuel Harley is a financial adviser based in Eglinton, Western Australia. Samuel is currently authorised under Shenton. 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 Graduate Diploma of Financial Planning from Kaplan. Samuel is a member of Chartered Institute in Securities & Investment, Chartered MSCI member 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

Restrictions: Mr Samuel Harley is qualified and experienced to advise on UK pension products and the UK HMRC QROPS transfer process, to UK permanent resident taxpayers in Australia, that is vacant in The Corporations (Relevant ProvidersEducation and Training Standards) Determination 2021, retrospective Legislation.

Authorised to provide tax financial advice services

Qualifications and Training

2015

BA Economics Honours

Nottingham Trent University:

2020

Certificate Level 4 in Investment Risk & Taxation

Chartered Institute in Securities & Investment

2023

Certificate Level 6 in Advanced Financial Planning

Chartered Institute for Securities & Investment

2026

ASIC Financial Adviser Exam

Australian Council for Educational Research (ACER)

2026

Graduate Diploma of Financial Planning

Kaplan

Registration History

Shenton Pty Ltd

Sep 2026 - Present Current

Mr Samuel Harley is qualified and experienced to advise on UK pension products and the UK HMRC QROPS transfer process, to UK permanent resident taxpayers in Australia, that is vacant in The Corporations (Relevant ProvidersEducation and Training Standards) Determination 2021, retrospective Legislation.

Source: ASIC Financial Advisers Register