Financial Adviser · CHARLESTOWN, NSW

Samuel Wallace Anderton

CHARLESTOWN, NSW

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270304

Currently at

Australian Financial Planning Group

Sydney, NSW (firm address)

View firm profile

About Samuel Wallace Anderton

Samuel Wallace Anderton is a financial adviser based in Charlestown, New South Wales, with 8 years of experience in the financial services industry since 2018. Samuel is currently authorised under Australian Financial Planning Group. 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 Bachelor of Business from University of Newcastle. Samuel is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Excluding Self Managed Super Funds

Authorised to provide tax financial advice services

Qualifications and Training

2014

Bachelor of Business

University of Newcastle

2014

Bachelor of Commerce

University of Newcastle

2018

Diploma of Financial Planning

Kaplan Professional

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Australian Financial Planning Group Pty Limited

Sep 2025 - Present Current

Excluding Self Managed Super Funds

Aware Financial Services Australia Limited

Dec 2019 - Aug 2025 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Nov 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register