Financial Adviser
· SOUTH PERTH, WA
Samuel Lloyd Graham
No disciplinary history on record with ASIC
SOUTH PERTH,
WA
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267409
About Samuel Lloyd Graham
Samuel Lloyd Graham is a financial adviser based in South Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Samuel is currently authorised under Cy Financial Services, operating through Redpoint Investment Holdings. 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 (Human Resource Management ) from Curtin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Bachelor of Commerce (Human Resource Management )
Curtin University
2017
Diploma of Financial Planning
Kaplan Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited