Sam
Khan

I have 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 am a Certified Financial Planner who works 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.

Qualifications and Memberships

• Master of Business Administration
• Master of Professional Accounting
• Master of Financial Analysis
• Advanced Diploma of Financial Planning
• Certified Financial Planner
• Member of the Financial Advice Association Australia