Financial Adviser · PERTH, WA

Samuel Faulkner Clark

PERTH, WA

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250322

Licensee

MacQuarie Bank Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Samuel Faulkner Clark

Samuel Faulkner Clark is a financial adviser based in Perth, Western Australia, with 24 years of experience in the financial services industry since 2002. Samuel works at MacQuarie Bank, which is licensed through MacQuarie Bank Limited. 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 from Financial Advice Association of Australia Limited. Samuel 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

2002

Diploma of Financial Planning

Financial Advice Association of Australia Limited

2005

Certified Financial Planner

Financial Advice Association of Australia Limited

2011

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2012

Margin Lending

Kaplan Higher Education Pty Limited

2018

Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)

Financial Education Professionals Pty Ltd

Registration History

MacQuarie Bank Limited

Feb 2020 - Present Current

MacQuarie Equities Limited

Feb 2018 - Present Current

Hsbc Bank Australia Limited

Aug 2014 - Jan 2018 Ceased

Mercer Financial Advice (Australia) Pty Ltd

Jan 2012 - Jul 2014 Ceased

General advice only in General Insurance Products

Mercer Outsourcing (Australia) Pty Ltd

Jul 2010 - Jan 2012 Ceased

GESB WEALTH MANAGEMENT PTY LTD

Nov 2009 - Jul 2010 Ceased

GUARDIANFP PTY LIMITED

Feb 2009 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register