SAMUEL JACKSON ELEY

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001234685

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2010

Registration Date

20/07/2015

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

πŸ“š Qualifications & Training

2016 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2017 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2020 - FASEA Financial Adviser Exam - Other - Financial Adviser Standards and Ethics Authority
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏒 Professional Memberships

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.