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Trent Burton Sampson

Name
Trent Burton Sampson
ID
245450
ABN
First Provided Advice
1992

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty
  • Diploma of Financial Planning - Pinnacle Financial Services Academy
  • Insurance Brokers Code of Practice - Goldseal Campus

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Association of Financial Advisers (AFA)

Licencee

Status
Current
Licence Holder
Wealth Today Pty ltd (#340289)
Commenced
July 6, 2018

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Sentry Financial Planning Pty Ltd (#247105)
Commenced
Nov. 22, 2007
Ceased
March 28, 2008
Status
Ceased
Licence Holder
Aaa Financial Intelligence Ltd (#312478)
Commenced
Dec. 21, 2011
Ceased
Feb. 11, 2013
Status
Ceased
Licence Holder
Guardianfp Ltd (#237641)
Commenced
Feb. 15, 2013
Ceased
June 10, 2015
Status
Ceased
Licence Holder
Dover Financial Advisers Pty Ltd (#307248)
Commenced
June 10, 2015
Ceased
July 6, 2018
Status
Ceased
Licence Holder
Financial Lifestyle Solutions Pty Limited (#232498)
Commenced
April 1, 2008
Ceased
Oct. 13, 2008
Status
Ceased
Licence Holder
Synchronised Business Services Pty Ltd (#243313)
Commenced
Oct. 13, 2008
Ceased
June 19, 2009
Status
Ceased
Licence Holder
Community Broker Network Pty Ltd (#233750)
Commenced
March 11, 2004
Ceased
March 31, 2008
Status
Ceased
Licence Holder
Sentry Financial Planning Pty Ltd (#247105)
Commenced
May 18, 2005
Ceased
Nov. 22, 2007
Status
Ceased
Licence Holder
Gwm Adviser Services Limited (#230692)
Commenced
Dec. 1, 2003
Ceased
April 30, 2005