Samuel Wakefield
Financial Adviser in South Melbourne, Victoria, Australia
Review Samuel Wakefield
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 number001002354
- Location
- South Melbourne VIC 3205
- Licensee
- Achieving Your Dreams Pty Ltd (AFSL 552419)
- Authorised since
- 16 March 2026
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, Griffith University (2009); Diploma of Financial Services, Kaplan (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Self Managed Superannation Funds, Kaplan (2013); Accredited Listed Product Adviser Program, Kaplan (2015); FPC002B, Kaplan Professional (2025)
- Memberships
- Certified Financial Planner (CFP); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Samuel Wakefield
Samuel Wakefield is a financial adviser in South Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002354.
Samuel provides advice as an authorised representative of Achieving Your Dreams Pty Ltd, which holds Australian financial services licence 552419. The current authorisation started on 16 March 2026.
The register records 2012 as the year Samuel first provided financial advice. The qualifications listed for Samuel include Bachelor of Commerce (Griffith University, 2009), Diploma of Financial Services (Kaplan, 2011) and Advanced Diploma of Financial Planning (Kaplan Professional, 2013). 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 deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Samuel Wakefield here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Samuel Wakefield a registered financial adviser?
Yes. Samuel Wakefield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002354.
Which licensee does Samuel Wakefield work under?
Achieving Your Dreams Pty Ltd, Australian financial services licence 552419.
What can Samuel Wakefield 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.