Samuel Mantarro
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000484
- Location
- Sydney NSW 2000
- Licensee
- Trilogy & Co Pty Ltd (AFSL 516102)
- Authorised since
- 4 June 2020
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Planning, Deakin University, FPA (2002); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2004); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Mantarro
On the Financial Advisers Register kept by ASIC, Samuel Mantarro appears as a current financial adviser in Sydney, New South Wales, adviser number 001000484.
The licensee Samuel advises under is Trilogy & Co Pty Ltd (AFS licence 516102). The current authorisation started on 4 June 2020.
According to the register, Samuel first provided financial advice in 2003. The qualifications listed for Samuel include Diploma of Financial Planning (Deakin University, FPA, 2002), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2004) and Certified Financial Planner (CFP®) (Financial Planning Association of Australia (FPA), 2004). 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 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 Samuel Mantarro a registered financial adviser?
Yes. Samuel Mantarro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000484.
Which licensee does Samuel Mantarro work under?
Trilogy & Co Pty Ltd, Australian financial services licence 516102.
What can Samuel Mantarro 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.