Samuel John Simpson
Financial Adviser in Eveleigh, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003965
- Location
- Eveleigh NSW 2015
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 15 November 2021
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, Murdoch University (2006); Advanced Diploma of Financial Services, Kaplan Professional (2012); Certified Financial Planner Education Program, FPA Australia (2013)
- 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, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel John Simpson
Samuel John Simpson is a financial adviser in Eveleigh, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003965.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 15 November 2021.
The register records 2009 as the year Samuel first provided financial advice. The qualifications listed for Samuel include Bachelor of Commerce (Murdoch University, 2006), Advanced Diploma of Financial Services (Kaplan Professional, 2012) and Certified Financial Planner Education Program (FPA Australia, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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.
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Questions people ask
Is Samuel John Simpson a registered financial adviser?
Yes. Samuel John Simpson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003965.
Which licensee does Samuel John Simpson work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Samuel John Simpson 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; derivatives.