Samuel Wakefield Cfp® Email and Phone Number
I am a relationship focused financial adviser who is passionate about empowering my clients to optimise their quality of life and achieve their goals. I achieve this by developing long lasting relationships with my clients, providing personalised and objective advice tailored to their unique needs and objectives. My passion for the industry and desire to put my clients at the forefront of everything I do has led me start my own firm to best achieve this. Optalife Financial Services prides itself on our core values of excellence, empowerment and care. My areas of expertise include:- Budgeting and cash flow management- Risk management and protection- Wealth creation and investment planning - Superannuation and retirement planning- Self Managed Super Funds- Centrelink planning- Wills and Estate planning
Optalife Financial Services
ViewSamuel Wakefield Cfp® Skills
Samuel Wakefield Cfp® Education Details
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Financial Planning Association Of AustraliaFinancial Planning -
Griffith UniversityEconomics -
Kaplan AustraliaAdvanced Diploma Of Financial Services (Financial Planning)
Frequently Asked Questions about Samuel Wakefield Cfp®
What company does Samuel Wakefield Cfp® work for?
Samuel Wakefield Cfp® works for Optalife Financial Services
What is Samuel Wakefield Cfp®'s role at the current company?
Samuel Wakefield Cfp®'s current role is Helping you live your Optimal Life | Senior Financial Adviser | Director at Optalife Financial Services.
What schools did Samuel Wakefield Cfp® attend?
Samuel Wakefield Cfp® attended Financial Planning Association Of Australia, Griffith University, Kaplan Australia.
What skills is Samuel Wakefield Cfp® known for?
Samuel Wakefield Cfp® has skills like Leadership, Estate Planning, Financial Advisory, Banking, Insurance, Retirement Planning, Financial Planning, Portfolio Management, Superannuation, Investments, Investment Advisory, Income Protection.
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