Financial Adviser · WEST PERTH, WA

Samuel Arthur Bolwell

WEST PERTH, WA

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001305913

Currently at

The Trustee For Vantage Wealth Management Unit Trust

West Perth, WA (firm address)

View firm profile

About Samuel Arthur Bolwell

Samuel Arthur Bolwell is a financial adviser based in West Perth, Western Australia, with 2 years of experience in the financial services industry since 2024. Samuel is currently authorised under Vwm Financial Services, operating through The Trustee For Vantage Wealth Management Unit Trust. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel holds a Finance & Financial Planning Douple Major (BCom) from Curtain University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Advice on superannuation excludes self-managed superannuation funds.

Authorised to provide tax financial advice services

Qualifications and Training

2022

Finance & Financial Planning Douple Major (BCom)

Curtain University

Registration History

Vwm Financial Services Pty Ltd

Sep 2023 - Present Current

Advice on superannuation excludes self-managed superannuation funds.

Source: ASIC Financial Advisers Register