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.

Qualifications and Memberships

• Master of Business Administration

• Master of Professional Accounting

• Masters of Financial Analysis

• Bachelor of Business Administration

• Advanced Diploma of Financial Planning

• Financial Advice Association Australia (FAAA)