Samson Rutton – Financial Adviser

Adviser identifying number: 426506
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence number: 240019
Licensee’s ABN: 37096452318
Licence controlled by: FSS Trustee Corporation

The date the Financial Adviser commenced the appointment: 02/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 240019
Authorised Representative’s ABN: 37096452318

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Advanced Diploma of Financial Planning – Kaplan Professional
  • Bachelor of Commerce (Marketing) – University of New South Wales
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Master of Commerce (Finance) – University of New South Wales

Relevant memberships of professional bodies or industry associations:

  • SMSF Association
  • SSA – SMSF Specialist Accreditation (SPAA)

Samson Rutton is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation