MenuSamuel Fletcher CFP®
About Me
Sam has over 16 years financial planning experience and is a fully qualified Certified Financial Planner. Sam also holds a Bachelor Degree in Arts (Business Administration) and has completed the Graduate Diploma of Financial Planning. Sam has extensive experience providing advice to a wide range of clients and has a strong passion for helping them realise their goals and objectives. Sam specialises in retirement planning, aged care advice and wealth creation.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 17 Years -
Licensed By Advice Evolution Pty Ltd
