SAMUEL OKUMA
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2008 - Introduction to Business Law - Other - Griffith University
2011 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2012 - 924 Superannuation - Other - Kaplan Professional
2013 - 921 Managed Investments - Other - Kaplan Professional
2014 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2016 - Tax for Financial Advising - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.