SAMUEL WAKEFIELD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2011 - Diploma of Financial Services - - Kaplan
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self Managed Superannation Funds - - Kaplan
2015 - Accredited Listed Product Adviser Program - - Kaplan
2025 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (CFP)
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.