SAMUEL HOFFMANN KUNRATH

Financial Adviser · Sydney, NSW

Registered

Registration Number

000412989

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2012

Registration Date

20/10/2011

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

📚 Qualifications & Training

2009 - Master of Commerce-major in International Finance - - University of New South Wales
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2015 - Chartered Alternative Investment Analyst (CAIA) - - Chartered Alternative Investment Analyst Association
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏢 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.