Financial Adviser
· PERTH, WA
Sam James Hughes
No disciplinary history on record with ASIC
PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270747
Licensee
Perth, WA (licence address on ASIC register)
About Sam James Hughes
Sam James Hughes is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Sam is currently authorised under Rsm Financial Services Australia. Sam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sam's qualifications include a Bachelor of Commerce (Finance and Economics) from University of Western Australia. Sam 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Finance and Economics)
University of Western Australia
2017
Diploma of Financial Planning
Kaplan Professional
2021
Margin Lending Specialist
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan Professional
2026
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register