Financial Adviser
· MELBOURNE, VIC
Clifford Samson
No disciplinary history on record with ASIC
MELBOURNE,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465553
About Clifford Samson
Clifford Samson is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Clifford is currently authorised under Wealth 23 Dealer Group Services. Clifford holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clifford's qualifications include a Bachelor of Business (Financial Planning) from Victoria University.
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
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
SMSF Course
The University of Adelaide
2016
Bachelor of Business (Financial Planning)
Victoria University
2016
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2020
'Ethics and Professionalism in Financial Advice
Bridging Course - Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register