Samuel Kenneth Grimes
Financial Adviser in Castlemaine, Victoria, Australia
Review Samuel Kenneth Grimes
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 number000384424
- Location
- Castlemaine VIC 3450
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 5 October 2010
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, La Trobe University (2008); Diploma in Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending & Geared Investments, Kaplan Professional (2010)
- 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 Samuel Kenneth Grimes
Samuel Kenneth Grimes is a financial adviser in Castlemaine, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000384424.
The licensee Samuel advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 5 October 2010.
According to the register, Samuel first provided financial advice in 2011. The qualifications listed for Samuel include Bachelor of Commerce (La Trobe University, 2008), Diploma in Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending & Geared Investments (Kaplan Professional, 2010).
The authorisation covers advice 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.
Reviews
Nobody has reviewed Samuel Kenneth Grimes here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Samuel Kenneth Grimes a registered financial adviser?
Yes. Samuel Kenneth Grimes is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000384424.
Which licensee does Samuel Kenneth Grimes work under?
Count Financial Limited, Australian financial services licence 227232.
What can Samuel Kenneth Grimes 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.