Sam Khan

Financial Advisor

Contact Sam

M 0466 311 920

What Sam’s clients say about him

Our advisor is very pleasant and very knowledgeable.  He has guided us expertly since retirement.  He is always available for any questions I have.

My advisor keeps us informed on all changes, aware of our goals, and facilitates all requirements. He is very efficient and responsive.

Always available and very courteous.

Outstanding Adviser.  Highly professional ,communicates extremely well. Very personable. Demonstrates high ethical standards and practices. Highly intelligent and genuine.

Sam Khan

FASEA-qualified, SMSF and aged care accredited Financial Adviser with over 10 years of experience in providing comprehensive financial advice for wealth accumulation, risk advice and retirement planning which includes strategies related to superannuation, investment, insurance/risk, retirement income, retirement planning, taxation planning, aged care and Centrelink to clients. I have strong working knowledge and understanding of the Financial Services industry and Regulatory environment. I work collaboratively with clients to understand their personal, financial and lifestyle requirements, risk appetite, and prepare financial advice strategies tailored to their specific financial needs with their best interest in mind.

I am passionate about Financial Planning and helping clients achieve their financial goals.


Professional Memberships
Financial Advice Association Australia (FAAA)