Samuel Hoffmann Kunrath
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000412989
- Location
- Sydney NSW 2000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 October 2011
- First provided advice
- 2012
- Qualifications
- Master of Commerce-major in International Finance, University of New South Wales (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Chartered Alternative Investment Analyst (CAIA), Chartered Alternative Investment Analyst Association (2015); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Hoffmann Kunrath
Samuel Hoffmann Kunrath is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000412989.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 20 October 2011.
The register records 2012 as the year Samuel first provided financial advice. Qualifications and training on file include Master of Commerce-major in International Finance (University of New South Wales, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Chartered Alternative Investment Analyst (CAIA) (Chartered Alternative Investment Analyst Association, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Samuel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Samuel Hoffmann Kunrath a registered financial adviser?
Yes. Samuel Hoffmann Kunrath is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000412989.
Which licensee does Samuel Hoffmann Kunrath work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Samuel Hoffmann Kunrath 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.