Sam Stillone Email and Phone Number
Sam Stillone is a Founder Partner of Esencia Wealth. Sam heads up the Investment Committee and is a Senior Financial Consultant at Esencia Wealth, where he specialises in providing taxation and wealth management solutions to successful people, including executives, senior managers and business owners.As a trusted professional, Sam meets regularly with his clients. He listens and gains a detailed understanding of his clients’ deepest values and desires. He then develops and clearly explains the customised recommendations designed to address each clients’ unique needs and goals … beyond simply investments. His consultative style empowers his clients, allowing them to make informed decisions in achieving their lifestyle objectives and addressing their biggest concerns: - Wealth creation- Risk management and wealth preservation- Mitigating unnecessary taxes and fees- Taking care of their heirs- Ensuring their assets are not unjustly takenSuccessful individuals and families work with Sam to: - Develop and implement strategies to help them reach their individual financial and lifestyle dreams- Make smarter decisions in today’s uncertain political, economic and social environment- Obtain an independent second opinion from a top financial advisor in their communityProfessionally, Sam has been providing taxation and financial advice for more than 30 years. He has a Bachelor of Commerce Degree with majors in both Accounting and Economics, is a professionally qualified Chartered Accountant, Certified Financial Planner (FPA) and an accredited Financial Planning Specialist (ICA). In addition, he is a Registered Tax Agent and a Justice of the Peace.Personally, Sam is married to his lovely wife, Louise. They have two children and live in the eastern suburbs of Sydney.
Esencia Wealth
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Founder Partner | Senior Financial ConsultantEsencia Wealth May 2024 - PresentSydney, New South Wales, Australia -
Chairman - Investment CommitteeEsencia Wealth May 2024 - PresentSydney, New South Wales, Australia -
Principal & Senior Financial ConsultantInsight Private Wealth Apr 2011 - Jun 2024Sydney & WollongongINDEPENDENT of institutional ownership. We design investment portfolios for your needs, with NO COMMISSIONS.Our highly qualified Financial Planning Specialist can help with advice on: - Executive share scheme, - Personal income and capital gains tax matters, - Investment portfolio advice, - Superannuation & SMSF advice, - Asset protection, - Succession and estate planning.Our trusted professional advice gives you the INSIGHT you need for a… Show more INDEPENDENT of institutional ownership. We design investment portfolios for your needs, with NO COMMISSIONS.Our highly qualified Financial Planning Specialist can help with advice on: - Executive share scheme, - Personal income and capital gains tax matters, - Investment portfolio advice, - Superannuation & SMSF advice, - Asset protection, - Succession and estate planning.Our trusted professional advice gives you the INSIGHT you need for a financially secure retirement. Show less -
Chairman - Investment CommitteeInsight Private Wealth Apr 2011 - Jun 2024 -
Senior Financial ConsultantTynan Mackenzie Apr 1997 - Jan 2011
Sam Stillone Education Details
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Institute Of Chartered AccountantsChartered Accountant & Financial Planning Specialist -
Financial Planning AssociationCertified Financial Planner -
Australian Tax BoardRegistered Tax Agent -
Accounting And Economics
Frequently Asked Questions about Sam Stillone
What company does Sam Stillone work for?
Sam Stillone works for Esencia Wealth
What is Sam Stillone's role at the current company?
Sam Stillone's current role is Helping clients to worry less about money and feel more confident to enjoy the retirement they planned..
What schools did Sam Stillone attend?
Sam Stillone attended Institute Of Chartered Accountants, Financial Planning Association, Australian Tax Board, University Of Wollongong.
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