Samantha Joy Kiely
Financial Adviser in Leongatha, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001237440
- Location
- Leongatha VIC 3953
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 21 June 2019
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services, PS146 (2008); Margin Lending and Geared Investments, Kaplan (2010); Advanced Diploma of Financial Services, Kaplan (2012); Accredited Derivatives Advisor Level 1, Kaplan (2015); Self Managed Superannuation Funds, Kaplan (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Samantha Joy Kiely
Samantha Joy Kiely is a financial adviser in Leongatha, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001237440.
Advice is given under the Australian financial services licence of Viridian Advisory Pty Ltd, licence number 476223. The current authorisation started on 21 June 2019.
The register records 1999 as the year Samantha first provided financial advice. Qualifications and training on file include Diploma of Financial Services (PS146, 2008), Margin Lending and Geared Investments (Kaplan, 2010) and Advanced Diploma of Financial Services (Kaplan, 2012). Samantha is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Joy Kiely a registered financial adviser?
Yes. Samantha Joy Kiely is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001237440.
Which licensee does Samantha Joy Kiely work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Samantha Joy Kiely 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.