SAMANTHA HARRISON
Financial Adviser · Glen Osmond, SA
📚 Qualifications & Training
2005 - Bachelor of Finance - - University of Adelaide
2007 - Graduate Diploma of Charted Accounting - - Institute of Chartered Accountants
2011 - Margin Lending and Geared Investments - - Kaplan Professional
2012 - Self Managed Superannuation Funds - Other - Kaplan
2015 - CFP Certification Program - - Financial Planning Association of Australia
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.