Clifford Samson
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000465553
- Location
- Melbourne VIC 3000
- Licensee
- Wealth 23 Dealer Group Services Pty Ltd (AFSL 548844)
- Authorised since
- 31 July 2024
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); SMSF Course, The University of Adelaide (2014); Bachelor of Business (Financial Planning), Victoria University (2016); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2016); 'Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Clifford Samson
Clifford Samson is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000465553.
Clifford provides advice as an authorised representative of Wealth 23 Dealer Group Services Pty Ltd, which holds Australian financial services licence 548844. The current authorisation started on 31 July 2024.
The register records 2013 as the year Clifford first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and SMSF Course (The University of Adelaide, 2014).
Clifford is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Clifford Samson a registered financial adviser?
Yes. Clifford Samson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000465553.
Which licensee does Clifford Samson work under?
Wealth 23 Dealer Group Services Pty Ltd, Australian financial services licence 548844.
What can Clifford Samson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.