Samantha Harrison
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306193
- Location
- Adelaide SA 5000
- Licensee
- Perks Private Wealth Pty Ltd (AFSL 236551)
- Authorised since
- 1 May 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Finance, University of Adelaide (2005); Graduate Diploma of Charted Accounting, Institute of Chartered Accountants (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); Self Managed Superannuation Funds, Kaplan (2012); CFP Certification Program, Financial Planning Association of Australia (2015)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Samantha Harrison
Samantha Harrison is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 000306193).
Samantha provides advice as an authorised representative of Perks Private Wealth Pty Ltd, which holds Australian financial services licence 236551. The current authorisation started on 1 May 2020.
According to the register, Samantha first provided financial advice in 2006. The qualifications listed for Samantha include Bachelor of Finance (University of Adelaide, 2005), Graduate Diploma of Charted Accounting (Institute of Chartered Accountants, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2011). Samantha is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
Samantha 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.
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Questions people ask
Is Samantha Harrison a registered financial adviser?
Yes. Samantha Harrison is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306193.
Which licensee does Samantha Harrison work under?
Perks Private Wealth Pty Ltd, Australian financial services licence 236551.
What can Samantha Harrison 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.