Financial Adviser
· PERTH, WA
Samuel Faulkner Clark
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250322
Samuel Faulkner Clark is a financial adviser based in Perth, Western Australia, with 24 years of experience in the financial services industry. Samuel is currently authorised under 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). Their 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
General advice only in General Insurance Products
GESB WEALTH MANAGEMENT PTY LTD
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register