Financial Adviser
· JOLIMONT, WA
Samantha Jane Hamilton
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244878
Samantha Jane Hamilton is a financial adviser based in Jolimont, Western Australia, with 28 years of experience in the financial services industry. Samantha is currently authorised under Oreana Financial Services 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 Financial Planning Association of Australia. Samantha is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Deakin University
2005
Certified Financial Planner
Financial Planning Association of Australia
2008
Accredited Listed Product Adviser
Kaplan Professional Education
2011
Margin Lending and Geared Investments
Kaplan Professional Education