Financial Adviser
· SOUTHBANK, VIC
Sam Moraro
No disciplinary history on record with ASIC
SOUTHBANK,
VIC
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277697
About Sam Moraro
Sam Moraro is a financial adviser based in Southbank, Victoria, with 34 years of experience in the financial services industry since 1992. Sam is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Sam holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Sam's qualifications include a Bachelor of Commerce (Applied Finance) (Honours) from Deakin University. Sam is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce (Applied Finance) (Honours)
Deakin University
2002
SDIA Accreditation Program
Deakin Prime
2010
Professional Diploma in Stockbroking
Deakin University
2020
Ethics and Professional Relationships
Ethics - QUT