Samuel Garreffa Cfp® Aeps® Email & Phone Number

Glenelg, Sa, Au

Adelaide, South Australia, Australia

Adelaide, South Australia, Australia

Adelaide, Australia

As a financial planner and investment adviser at Wotherspoon Wealth, I work together with clients to put them in control of their financial affairs on a fee-for-service basis, with absolutely no commissions or conflicts of interest. As an independent investment advice firm, we avoid all conflicts of interest and can provide investment advice to our clients without external influence.We also integrate the skills of other multi-disciplinary financial and legal professionals for comprehensive advice in the areas on investing, strategic tax planning, superannuation, self-managed super (SMSF), life insurance and estate planning.We can build a tailored and individually managed portfolio, sourcing the best possible investment solutions from a wide range of financial service providers. At all times you retain full control of your investments.Wotherspoon Wealth is Adelaide’s first independent advice firm, offering comprehensive financial planning and wealth management services.

Adelaide, Australia

As a Wealth Adviser at Macquarie Private Wealth, my focus was on delivering holistic strategic advice, investment advice and personalised service to each of my clients, including those in business, high net wealth individuals, not-for-profits and Significant Investor Visa (SIV) clients.

Adelaide, Australia

This role involved performing two functions:1. Supporting Accountants in the accumulation of knowledge and confidence (as limited authorised representatives) in establishing and growing a successful financial services arm of their business through:o developing processes and culture;o monitoring their compliance obligations;o providing technical support;o creating literature, learning guides and marketing material; ando developing tailored internal technical and industry training, professional development and financial tools.2. Generating revenue by building a strong and trustworthy relationship with Accountants and their staff and actively seeking referrals to provide financial planning advice to individuals, professionals and business owners.

Adelaide, Australia

My role at Prescott Securities involved two functions:1. Providing strategic and investment advice to individual clients, professionals and business owners for their personal assets or for family trusts, company or superannuation (SMSF and platform) investments incorporating estate planning, business succession and wealth creation strategies, coupled with the creation of stable cash flows for income dependent clients.2. Providing complex estate and succession planning advice to new and existing clients, often involving strategic advice on succession arrangements for self managed superannuation funds, various trust structures, companies and partnership arrangements. I provide strategic advice to cater for asset quarantining and protection, estates with multiple jurisdictions, blended families and business interests with multiple parties.Achievements• Built and maintained strong trust relationships with existing client base• Developed of a growing estate planning service and enhanced personal brand incorporating: - Fact sheets - Public presentations - Internal training and development of staff - An advice document template and presentation folder - Published comments in national media, including the Australian Financial Review and News Limited - Established a network of trusted professionals/ potential referral sources for reference on legal, taxation and structural considerationsKey Responsibilities• Providing financial and estate planning advice to prospective and existing clients • Contact existing and prospective clients to identify opportunities to provide service• Attend network functions to establish business networks for future referral sources• Create and deliver presentations on financial and estate planning and associated topics for new and prospective clients and our business referral networks• Source prospective clients and potential referral sources to attend presentations

This role involved working closely with financial advisers to develop Statements of Advice incorporating a client’s current situation, goals and objectives and constructing an appropriate investment portfolio, developing strategic recommendations and considering alternative strategies. My responsibilities also included providing technical training, up-skilling and mentoring to other para planning team members.Key responsibilities• Prepare compliant Statements of Advice• Undertake in-depth technical work to:o Construct investment portfolioso Provide alternative strategieso Identify estate planning considerationso Prepare tax calculations (cash flow and Capital Gains Tax)o Consider alternative scenarios

This role required working closely with the financial adviser for the preparation of annual portfolio reviews, documenting our understanding of a client’s situation, goals and objectives for the coming 12 months. Key responsibilities• Propose investment recommendations/ portfolio construction maintenance• Create modelling/ projections• Provide strategic recommendations, including alternative strategies• Prepare tax calculations for cash flow/ estimated tax liabilities

This role was administration focussed and involved continuously maintaining accurate information in our client databases and the preparation of corporate actions and quarterly portfolio reviews for clients.Key responsibilities• Prepare and generate corporate action letters for mail out• Generate Quarterly Review reports for clients• Generate other documents as required• Complete compliance and quality check for all documents• Continuously maintain accurate information in all client databases

Adelaide, Australia

This role was a superannuation fund client service and administration role, where my core responsibility was the maintenance of a portfolio of corporate superannuation funds. Whilst the role was initially in a supporting capacity, I was given the responsibility for the management of corporate fund with approximately 90 members.Key responsibilities• Assist with client queries• Calculate and process rollover, withdrawal or death benefit payments for defined benefit and accumulation accounts.• Maintain relationships and liaising with payroll administrators, human resource managers, lawyers and financial planners• Maintain integrity of each fund’s database through data management.

Bachelor Of Business, Commercial Law

Completing this degree provides a professional level of education for potential managers and administrators who working the current.

Master Of Applied Finance

Completing this postgraduate course provides the in-depth technical knowledge and client relationship skills required to advance a career.

Graduate Diploma Of Financial Planning

Completing the Master of Applied Finance provides the technical knowledge and critical skills necessary for senior leadership positions.

Education record