CLIFFORD SAMSON

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000465553

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2013

Registration Date

26/09/2018

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - SMSF Course - - The University of Adelaide
2016 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Victoria University
2016 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional
2020 - 'Ethics and Professionalism in Financial Advice - FPC002B' - Bridging Course - Ethics - Kaplan Professional

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.