SAMUEL GARREFFA
Financial Adviser · Adelaide, SA
📚 Qualifications & Training
2007 - Bachelor of Business (Commercial Law) - Bachelor Degree (AQF 7) - University of South Australia
2010 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2012 - Accredited Estate Planning Strategist (AEPS®) - - Financial Planning Association of Australia (FPA)
2013 - Accredited Estate Planning Strategist (AEPS) - Professional Designations - Financial Planning Association of Australia (FPA)
2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2013 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.