Financial Adviser
· CANBERRA, ACT
Samuel Elliott
No disciplinary history on record with ASIC
CANBERRA,
ACT
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009194
Samuel Elliott is a financial adviser based in Canberra, Australian Capital Territory, with 11 years of experience in the financial services industry since 2015. Samuel is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. Samuel holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Samuel's qualifications include a Bachelor of Finance Major in Corporate Finance and Investment Management from Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Finance Major in Corporate Finance and Investment Management
Australian National University
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register