Samuel Douglas Gray
Financial Adviser in Ascot, Western Australia, Australia
Review Samuel Douglas Gray
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000342943
- Location
- Ascot WA 6104
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 2 September 2024
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Accounting and Finance Streams), Murdoch University (2001); Bachelor of Science (Information Systems), Murdoch University (2001); Diploma of Financial Services (Financial Planning), FPA Australia (2004); Graduate Diploma of Applied Finance (Financial Planning), Kaplan Higher Education (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Margin Lending Course, Kaplan Professional (2014); Self Managed Superannuation Funds Program, Kaplan Professional (2014); Certified Financial Planner (CFP) Education Program, FPA Australia (2017); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Certified Financial Planner (CFP); Financial Advice Association of Australia (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 Samuel Douglas Gray
Samuel Douglas Gray is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ascot, Western Australia (adviser number 000342943).
The licensee Samuel advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 2 September 2024.
According to the register, Samuel first provided financial advice in 2009. Qualifications and training on file include Bachelor of Commerce (Accounting and Finance Streams) (Murdoch University, 2001), Bachelor of Science (Information Systems) (Murdoch University, 2001) and Diploma of Financial Services (Financial Planning) (FPA Australia, 2004). Professional memberships recorded: Certified Financial Planner (CFP) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Samuel Douglas Gray here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Samuel Douglas Gray a registered financial adviser?
Yes. Samuel Douglas Gray is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342943.
Which licensee does Samuel Douglas Gray work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Samuel Douglas Gray 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.