Sam Neilson Email and Phone Number
The rapid decline in the number of financial advisers in Australia has finally stabilised following significant industry reform. At the same time, the demand for advice and the benefits it provides is surging higher. ๐Hi, my name is Sam, and I am passionate about everything financial planning, investing, politics, and the economy. ๐ As a valued member of the paraplanning team at Pitcher Partners Newcastle, I support our clients by preparing financial advice regarding:- Superannuation (including SMSF) - Retirement Planning- Investments- Taxation- Cashflow Management- Insurance- Estate Planning- โฆand more! ๐Once I have completed my industry education and training, it is my goal to provide accessible, affordable, and fair dinkum financial advice to all Australians, leveraged by my experience in financial data and research, exceptional academic record, and specialist investment knowledge. ๐Whether you are thinking about retirement, wanting to build wealth for you and your family, or just starting out, I believe in the value of a conversation. Contact Pitcher Partners Newcastle today for an obligation-free chat with one of our advisers on how to take control of your financial future. ๐
Pitcher Partners Newcastle & Hunter
View-
ParaplannerPitcher Partners Newcastle & Hunter Oct 2022 - PresentNewcastle, New South Wales, AustraliaIdentifying advice opportunities | Developing financial plans | Driving change via the Investment Committee -
Founder And Content CreatorOf Profit And Policy Mar 2022 - PresentA blog dedicated to the world of politics, economics, and finance | Unpacking complex issues and encouraging discussion | Making you just a little wiser than yesterday | Visit: www.ofprofitandpolicy.com -
ParaplannerHunter Financial Pty Ltd Jun 2021 - Oct 2022Newcastle, New South Wales, AustraliaWriting Statements of Advice | Consulting with clients -
Adviser SupportHunter Financial Pty Ltd Sep 2020 - Jun 2021Newcastle, New South Wales, AustraliaOffice administration duties | Implementation of advice | Consulting with clients -
Client Solutions InternFactset Dec 2019 - Mar 2020Sydney, AustraliaProblem solving using financial data and technology | Working closely with clients | Streamlining research and analysis -
Bartender/WaiterSprout Catering Sep 2017 - Dec 2019Newcastle, AustraliaServing food & alcohol | Function setup and pack down | Venue viewings -
Data AnalystBlocksmart Dec 2018 - Feb 2019Newcastle, AustraliaCryptocurrency research & analysis | Creating educational articles
Sam Neilson Skills
Sam Neilson Education Details
-
High Distinction Average -
Distinction Average | 6.4 Gpa | 82.1 Wam -
Diploma Of Financial Planning (Rg146) -
Dungog High SchoolDux
Frequently Asked Questions about Sam Neilson
What company does Sam Neilson work for?
Sam Neilson works for Pitcher Partners Newcastle & Hunter
What is Sam Neilson's role at the current company?
Sam Neilson's current role is Paraplanner ๐ Aspiring Financial Adviser ๐ Completing Graduate Diploma of Financial Planning๐.
What schools did Sam Neilson attend?
Sam Neilson attended Kaplan Professional, University Of Newcastle, Monarch Institute, Dungog High School.
What skills is Sam Neilson known for?
Sam Neilson has skills like Professionalism, Teamwork, Demonstrated Mathematical Ability, Self And Team Management, Strong Computer Literacy, Commitment To Customer Service, Organisational Ability, Reliability And Flexbility, Conflict Resolution, Confidence, Honesty, Excellent Presentation.
Not the Sam Neilson you were looking for?
-
2gmail.com, gmail.com
-
1downergroup.com
-
Sam Neilson
Northbridge, Wa -
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records ร $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial