Financial Adviser
· MELBOURNE, VIC
Samuel David Ball
No disciplinary history on record with ASIC
MELBOURNE,
VIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253742
Samuel David Ball is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Samuel is currently authorised under Yx Ball Financial. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
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
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2024
FPC001B Economic and legal context for financial planning
Kaplan
2024
FPC006 Taxation for Financial Planning
Kaplan
2024
Graduate Diploma of Financial Planning
Kaplan