Donald Sampson
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000427944
- Location
- Parkside SA 5063
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 30 September 2024
- First provided advice
- 2012
- Qualifications
- Bachelor of Finance, University of Adelaide (2003); Diploma of Financial Services (Financial Planning), Tribeca Learning (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds Program, Kaplan Professional (2015); Tier 1 Margin Lending, Kaplan Professional (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2019); Certified Financial Planner (CFP) Education Program, FPA Australia (2021); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2024)
- Memberships
- Certified Financial Planner (CPF) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Donald Sampson
Donald Sampson is a financial adviser in Parkside, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000427944.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 30 September 2024.
The register records 2012 as the year Donald first provided financial advice. Qualifications and training on file include Bachelor of Finance (University of Adelaide, 2003), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). Donald is recorded as a member of Certified Financial Planner (CPF) of FAAA.
Donald is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Donald Sampson a registered financial adviser?
Yes. Donald Sampson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427944.
Which licensee does Donald Sampson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Donald Sampson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.