Financial Adviser
· BRIGHTON, VIC
Hugo Jonathan Berkeley Sampson
No disciplinary history on record with ASIC
BRIGHTON,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329816
About Hugo Jonathan Berkeley Sampson
Hugo Jonathan Berkeley Sampson is a financial adviser based in Brighton, Victoria, with 19 years of experience in the financial services industry since 2007. Hugo is currently authorised under Advice Evolution. Hugo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Hugo's qualifications include a Bachelor of Business (Economic and Finance) from Royal Melbourne Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Economic and Finance)
Royal Melbourne Institute of Technology
2008
Diploma of Financial Services (Financial Planning)
PS146 Training Australia / Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional