Sam Neilson

Sam Neilson Email and Phone Number

Paraplanner ๐Ÿ“Š Aspiring Financial Adviser ๐Ÿš€ Completing Graduate Diploma of Financial Planning๐ŸŽ“ @ Pitcher Partners Newcastle & Hunter
Sam Neilson's Location
Newcastle East, New South Wales, Australia, Australia
About Sam Neilson

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. ๐Ÿ“ˆHi, my name is Sam, and I am passionate about everything financial planning, investing, politics, and the economy. ๐Ÿ‘‹ 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- โ€ฆand more! ๐Ÿ“ŒOnce 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. ๐Ÿš€Whether 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. ๐Ÿ“ž

Sam Neilson's Current Company Details
Pitcher Partners Newcastle & Hunter

Pitcher Partners Newcastle & Hunter

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Paraplanner ๐Ÿ“Š Aspiring Financial Adviser ๐Ÿš€ Completing Graduate Diploma of Financial Planning๐ŸŽ“
Sam Neilson Work Experience Details
  • Pitcher Partners Newcastle & Hunter
    Paraplanner
    Pitcher Partners Newcastle & Hunter Oct 2022 - Present
    Newcastle, New South Wales, Australia
    Identifying advice opportunities | Developing financial plans | Driving change via the Investment Committee
  • Of Profit And Policy
    Founder And Content Creator
    Of Profit And Policy Mar 2022 - Present
    A 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
  • Hunter Financial Pty Ltd
    Paraplanner
    Hunter Financial Pty Ltd Jun 2021 - Oct 2022
    Newcastle, New South Wales, Australia
    Writing Statements of Advice | Consulting with clients
  • Hunter Financial Pty Ltd
    Adviser Support
    Hunter Financial Pty Ltd Sep 2020 - Jun 2021
    Newcastle, New South Wales, Australia
    Office administration duties | Implementation of advice | Consulting with clients
  • Factset
    Client Solutions Intern
    Factset Dec 2019 - Mar 2020
    Sydney, Australia
    Problem solving using financial data and technology | Working closely with clients | Streamlining research and analysis
  • Sprout Catering
    Bartender/Waiter
    Sprout Catering Sep 2017 - Dec 2019
    Newcastle, Australia
    Serving food & alcohol | Function setup and pack down | Venue viewings
  • Blocksmart
    Data Analyst
    Blocksmart Dec 2018 - Feb 2019
    Newcastle, Australia
    Cryptocurrency research & analysis | Creating educational articles

Sam Neilson Skills

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 Strong Interpersonal Ability

Sam Neilson Education Details

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 ๐Ÿ“Š Aspiring Financial Adviser ๐Ÿš€ Completing Graduate Diploma of Financial Planning๐ŸŽ“.

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.

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