DONALD SAMPSON
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2003 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2016 - Tier 1 Margin Lending - Personal Advice Program - Other - Kaplan Professional
2019 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2024 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
š¢ Professional Memberships
Certified Financial Planner (CPF) of FAAA
ā¹ļø 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.