Financial Adviser
· NEUTRAL BAY, NSW
Samuel Kitchen
No disciplinary history on record with ASIC
NEUTRAL BAY,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309021
About Samuel Kitchen
Samuel Kitchen is a financial adviser based in Neutral Bay, New South Wales, with 22 years of experience in the financial services industry since 2004. Samuel is currently authorised under Secured Wealth Advice. 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 Commerce from University Of Queensland. Samuel is a member of CPA Australia (CPA).
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
2001
Bachelor Of Commerce
University Of Queensland
2003
Graduate Diploma in Financial Planning
Securities Institute of Australia
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2018
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register