SAMUEL ALEXANDER CURRY

Financial Adviser ยท Hawthorn East, VIC

Registered

Registration Number

000314552

Registration Status

Registered

Location

Hawthorn East, VIC 3123

Providing Advice Since

2007

Registration Date

14/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Monash University
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2008 - Advanced Diploma of Financial Services (Financial Planning)ย  - - Kaplan Professional
2013 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2016 - SMSF Specialist Advisor - Other - SMSF Association

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.