Paraplanner
CurrentIdentifying advice opportunities | Developing financial plans | Driving change via the Investment Committee
Oct 2022 - Present
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Sam Neilson Email & Phone Number
Paraplanner 📊 Aspiring Financial Adviser 🚀 Completing Graduate Diploma of Financial Planning🎓
at
Pitcher Partners Newcastle & Hunter
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✓ Verified Jun 2026
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Current company
Role
Paraplanner 📊 Aspiring Financial Adviser 🚀 Completing Graduate Diploma of Financial Planning🎓
Location
Newcastle East, New South Wales, Australia
Who is Sam Neilson? Overview
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Quick answer
Sam Neilson is listed as Paraplanner 📊 Aspiring Financial Adviser 🚀 Completing Graduate Diploma of Financial Planning🎓 at Pitcher Partners Newcastle & Hunter, based in Newcastle East, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Sam Neilson.
Sam Neilson previously worked as Paraplanner at Pitcher Partners Newcastle & Hunter and Founder and Content Creator at Of Profit And Policy. Sam Neilson holds Graduate Diploma Of Financial Planning, High Distinction Average from Kaplan Professional.
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Pitcher Partners Newcastle & Hunter
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Profile bio
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. 📈Hi, my name is Sam, and I am passionate about everything financial planning, investing, politics, and the economy. 👋 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- …and more! 📌Once 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. 🚀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. 📞
Listed skills include Professionalism, Teamwork, Demonstrated Mathematical Ability, Self And Team Management, and 9 others.
Current workplace
Sam Neilson's current company
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Pitcher Partners Newcastle & Hunter
AeroLeads page
7 roles
Sam Neilson work experience
A career timeline built from the work history available for this profile.
Founder And Content Creator
CurrentA 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
Mar 2022 - Present
Jun 2021 - Oct 2022
Adviser Support
Office administration duties | Implementation of advice | Consulting with clients
Sep 2020 - Jun 2021
Client Solutions Intern
Problem solving using financial data and technology | Working closely with clients | Streamlining research and analysis
Dec 2019 - Mar 2020
Bartender/Waiter
Serving food & alcohol | Function setup and pack down | Venue viewings
Sep 2017 - Dec 2019
Dec 2018 - Feb 2019
4 education records
Sam Neilson education
Graduate Diploma Of Financial Planning, High Distinction Average
Bachelor Of Business/Bachelor Of Commerce, Majoring In Politics, Economics, And Finance, Distinction Average | 6.4 Gpa | 82.1 Wam
Diploma Of Financial Planning (Rg146)
Dux
Dungog High School
FAQ
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What company does Sam Neilson work for?
Sam Neilson works for Pitcher Partners Newcastle & Hunter.
What is Sam Neilson's role at Pitcher Partners Newcastle & Hunter?
Sam Neilson is listed as Paraplanner 📊 Aspiring Financial Adviser 🚀 Completing Graduate Diploma of Financial Planning🎓 at Pitcher Partners Newcastle & Hunter.
Where is Sam Neilson based?
Sam Neilson is based in Newcastle East, New South Wales, Australia while working with Pitcher Partners Newcastle & Hunter.
What companies has Sam Neilson worked for?
Sam Neilson has worked for Pitcher Partners Newcastle & Hunter, Of Profit And Policy, Hunter Financial Pty Ltd, Factset, and Sprout Catering.
How can I contact Sam Neilson?
You can use AeroLeads to view verified contact signals for Sam Neilson at Pitcher Partners Newcastle & Hunter, including work email, phone, and LinkedIn data when available.
What schools did Sam Neilson attend?
Sam Neilson holds Graduate Diploma Of Financial Planning, High Distinction Average from Kaplan Professional.
What skills is Sam Neilson known for?
Sam Neilson is listed with skills including Professionalism, Teamwork, Demonstrated Mathematical Ability, Self And Team Management, Strong Computer Literacy, Commitment To Customer Service, Organisational Ability, and Reliability And Flexbility.
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