Financial Adviser · ADELAIDE, SA

Samantha Harrison

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000306193

Samantha Harrison is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry since 2006. Samantha is currently authorised under Perks Private Wealth. Samantha holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samantha's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Samantha is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Finance
University of Adelaide
2007
Graduate Diploma of Charted Accounting
Institute of Chartered Accountants
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan
2015
CFP Certification Program
Financial Planning Association of Australia

Registration History

May 2020 - Present Current
WOTHERSPOON WEALTH PTY LTD
May 2016 - Apr 2020 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Sep 2006 - Dec 2013 Ceased
Dec 2003 - May 2016 Ceased

Source: ASIC Financial Advisers Register