Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

Samuel Arthur Bolwell

WEST PERTH, WA
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001305913
Practice
Vantage Wealth Management
West Perth, WA (practice address on ASIC register)
Licensed through VWM Financial Services
View practice

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 works at Vantage Wealth Management, which is licensed through Vwm Financial Services. 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