SAMUEL KITCHEN

Financial Adviser ยท Neutral Bay, NSW

Registered

Registration Number

000309021

Registration Status

Registered

Location

Neutral Bay, NSW 2089

Providing Advice Since

2004

Registration Date

02/09/2019

Financial Services Licensee

SECURED WEALTH ADVICE PTY LTD

Licence #000516518

๐Ÿ“š Qualifications & Training

2001 - Bachelor Of Commerce - - University Of Queensland
2003 - Graduate Diploma in Financial Planning - - Securities Institute of Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2018 - Self Managed Superannuation Funds - - Kaplan Professional Education

๐Ÿข Professional Memberships

CPA Australia (CPA)

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.