Samuel Wakefield Cfp®

Samuel Wakefield Cfp® Email and Phone Number

Helping you live your Optimal Life | Senior Financial Adviser | Director at Optalife Financial Services @ Optalife Financial Services
Samuel Wakefield Cfp®'s Location
Melbourne, Victoria, Australia, Australia
About Samuel Wakefield Cfp®

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

Samuel Wakefield Cfp®'s Current Company Details
Optalife Financial Services

Optalife Financial Services

View
Helping you live your Optimal Life | Senior Financial Adviser | Director at Optalife Financial Services
Samuel Wakefield Cfp® Work Experience Details
  • Optalife Financial Services
    Senior Financial Adviser | Director
    Optalife Financial Services Nov 2015 - Present
    Melbourne, Victoria, Australia
  • Anne Street Partners
    Financial Adviser
    Anne Street Partners Aug 2010 - Oct 2015
    Melbourne Area, Australia
  • Commonwealth Bank
    Customer Service Representative
    Commonwealth Bank Aug 2009 - Aug 2010

Samuel Wakefield Cfp® Skills

Leadership Estate Planning Financial Advisory Banking Insurance Retirement Planning Financial Planning Portfolio Management Superannuation Investments Investment Advisory Income Protection Financial Services Wealth Management Smsf Investment Strategies Risk Management Financial Analysis Management

Samuel Wakefield Cfp® Education Details

  • Financial Planning Association Of Australia
    Financial Planning Association Of Australia
    Financial Planning
  • Griffith University
    Griffith University
    Economics
  • Kaplan Australia
    Kaplan Australia
    Advanced 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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

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.