Financial Adviser
· NORTH GEELONG, VIC
Samantha Patricia Butcher
No disciplinary history on record with ASIC
NORTH GEELONG,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004069
Samantha Patricia Butcher is a financial adviser based in North Geelong, Victoria, with 25 years of experience in the financial services industry since 2001. Samantha is currently authorised under Wpfp Group, operating through Canny 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 Bachelor of Commerce (Financial Planning) from Deakin University. Samantha is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce (Financial Planning)
Deakin University
2007
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register