Sam Blake Jewell
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236582
- Location
- Melbourne VIC 3004
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 21 December 2017
- First provided advice
- 2015
- Qualifications
- Bachelor of Commerce, Monash University (2014); Diploma of Financial Planning, Monarch Institute (2015); Advanced Diploma of Financial Planning, Monarch Institute (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); FPE011 Debt Strategies, Kaplan Higher Education Pty Limited (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sam Blake Jewell
Sam Blake Jewell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001236582).
Sam provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 21 December 2017.
The register records 2015 as the year Sam first provided financial advice. The qualifications listed for Sam include Bachelor of Commerce (Monash University, 2014), Diploma of Financial Planning (Monarch Institute, 2015) and Advanced Diploma of Financial Planning (Monarch Institute, 2021). Sam is recorded as a member of Financial Advice Association of Australia (FAAA).
Sam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Sam Blake Jewell a registered financial adviser?
Yes. Sam Blake Jewell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236582.
Which licensee does Sam Blake Jewell work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Sam Blake Jewell 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."