key policies and information

Welcome to First Samuel

Thank you for considering First Samuel as your wealth manager.

To assist you in making an informed decision about appointing First Samuel, it is important that you read and understand our Financial Services Guide. This includes information on our services, how we are remunerated, our privacy policy, complaints policy, and other information required by law.

First Samuel Financial Services Guide (Version 16.0 – 3 June 2024)

While our FSG provides an overview of the way we are remunerated, full details of our fees and other costs are contained in our Guide to Fees.

First Samuel Guide to Fees (Version 9.0 – 3 June 2024)

To find out if First Samuel’s MDA Services are appropriate for you, you can read our Target Market Determination (TMD) document here.

TMD for MDA Services (Version 1.0 – 5 October 2021)

In addition to the information laid out in the FSG, you can find more details about our complaints-handling procedures in our Public Complaints Policy.

Public Complaints Policy (Version 1.0 – 2021)

This document provides an overview of our approach to information security and our practices to secure data, systems and services. 

Cyber Security at First Samuel Limited (Version 1.0 – 19 December 2022)

If there is any matter that you feel we have not covered to your satisfaction then please ask us.

Follow Us

Any advice contained on this website is of a general nature only and has been prepared without taking into account your personal objectives, financial situation or needs. Because of that, before acting on any advice on this website, you should consider whether the advice is appropriate for you having regard to your objectives, financial situation and needs. If you wish to seek personal financial advice from First Samuel please contact us to arrange a meeting either by phoning 03 8610 9222 or clicking here.

© Copyright First Samuel Limited 2022 | AFSL: 225405 | ABN: 51 086 243 567 | Privacy Policy