Samantha Kate Greene
Financial Adviser in Reservoir, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238703
- Location
- Reservoir VIC 3073
- Licensee
- Beryllium Advisers Pty Ltd (AFSL 528250)
- Authorised since
- 6 August 2026
- First provided advice
- 2016
- Qualifications
- Bachelor of Accounting, La Trobe University (2013); Bachelor of Finance, La Trobe University (2013); Certified Financial Planner, FPA (2015); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Samantha Kate Greene
Samantha Kate Greene is a financial adviser in Reservoir, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001238703.
Samantha provides advice as an authorised representative of Beryllium Advisers Pty Ltd, which holds Australian financial services licence 528250. That authorisation dates from 6 August 2026.
The register records 2016 as the year Samantha first provided financial advice. Qualifications and training on file include Bachelor of Accounting (La Trobe University, 2013), Bachelor of Finance (La Trobe University, 2013) and Certified Financial Planner (FPA, 2015). Samantha is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Samantha is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Kate Greene a registered financial adviser?
Yes. Samantha Kate Greene is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238703.
Which licensee does Samantha Kate Greene work under?
Beryllium Advisers Pty Ltd, Australian financial services licence 528250.
What can Samantha Kate Greene 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.