SAM ALAN WOODHOUSE
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2019 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - International Institute of Technology
2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan
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.