Financial Services Guide
Adviser Profiles
Sam Furler
This Adviser Profile has been authorised for distribution by Parker Wealth Management Pty Ltd and is to be read in conjunction with the Financial Services Guide (FSG) Part 1 version 6 dated 1 June 2024. This Adviser Profile forms part of the FSG.
Authorised Representative
Samuel Furler (ASIC# 343832)
Corporate Authorised Representative
Parker Financial Services Pty Ltd
(ASIC# 242984 ABN 88 010 783 285)
About your adviser
Sam Furler is a Financial Adviser, Director and sub-Authorised Representative of Parker Financial Services Pty Ltd, which is a Corporate Authorised Representative of Parker Wealth Management Pty Ltd (AFSL# 519344).
Over 15 years’ experience in the financial services industry combined with his level-headed approach and strong work ethic make Sam a valued and trusted adviser to his clients. He enjoys working with clients to complete their ever-changing ‘financial jigsaw puzzle’ on their journey to financial freedom.
Qualifications
A Certified Financial Planner™
Advanced Diploma of Financial Planning
Bachelor of Commerce in Banking and Finance
Bachelor of Applied Economics
Professional Memberships
Financial Advice Association Australia (FAAA)
Services
Sam is authorised to provide personal advice and dealing services in the following areas:
- Superannuation and SMSF
- Retirement planning
- Portfolio management
- Personal risk insurance
- Managed investments
- Securities
- Margin lending
You can book a 15 minute discovery call with one of our advisers and start your journey today.
