SAMUEL OKUMA

Licensee: QINVEST LIMITED

SAMUEL OKUMA (Adviser# 000458314) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 7, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name SAMUEL OKUMA
Adviser Number 000458314
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2014
Financial Service (AFS) Licence Licence# 000238274
QINVEST LIMITED
Licence ABN 35063511580
Licence Controlled By QSUPER LIMITED
Adviser Start Date 2015-04-07
Appointing Representative Name QINVEST LIMITED
Appointing Representative Number 000238274
Appointing Representative ABN 35063511580
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SAMUEL OKUMA
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
921 Managed Investments Kaplan Professional
924 Superannuation Kaplan Professional
Bachelor of Commerce (Financial Planning) Griffith University
Certificate IV in Finance and Mortgage Broking Kaplan Professional
Margin Lending Kaplan Professional

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000238274 QINVEST LIMITED
Licence controlled by: QSUPER LIMITED
2015-04-07 - QINVEST LIMITED

Licensee Information

Licence Name QINVEST LIMITED
Licence Number 000238274
Licence ABN 35063511580

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DAC TRI NGUYEN Qinvest Limited Current 2018-08-28
REECE MARK LEWIS Qinvest Limited Current 2018-08-27
NOMAYER KHAN CHOWDHURY Qinvest Limited Current 2018-08-27
ARDALAN LANY ARYAN NEJAD Qinvest Limited Current 2018-04-09
BIANCA KAYE FORD Qinvest Limited Current 2018-04-05
RIA RACHEL TRIVEDI Qinvest Limited Current 2018-03-28
DARSHIL ARUN SHAH Qinvest Limited Current 2018-02-07
ROBERT DAVID GREY Qinvest Limited Current 2018-01-10
SEAN INGALL Qinvest Limited Current 2017-12-12
KATERINA GAGLIOSTRO Qinvest Limited Ceased 2017-11-08

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.