Sam
Khan

Senior Financial Advisor

Mount Waverley and Williamstown,
Victoria
10 years of experience
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In their own words

I have over 10 years of experience in providing comprehensive financial advice for wealth accumulation, risk advice and retirement planning which includes strategies related to superannuation, investment, insurance/risk, retirement income, retirement planning, taxation planning, aged care and Centrelink to clients.

I have strong working knowledge and understanding of the Financial Services industry and Regulatory environment. I am a Certified Financial Planner who works collaboratively with clients to understand their personal, financial and lifestyle requirements, risk appetite, and prepare financial advice strategies tailored to their specific financial needs with their best interest in mind.

I am passionate about Financial Planning and helping clients achieve their financial goals.

Qualifications and Memberships

  • Master of Business Administration
  • Master of Professional Accounting
  • Master of Financial Analysis
  • Advanced Diploma of Financial Planning
  • Certified Financial Planner
  • Member of the Financial Advice Association Australia

Service areas

Mount Waverley and Williamstown

Talk to Sam about your plans

A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.

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An excellent communicator - I find Sam manages to un-complicate the complicated. Real workable advice that we can put into practice to reach our goals. Always ready to accommodate and change the plan when we decide to try something new. We have been in Sam for a few years now and standards have remained high.

Lise, VIC

Sam has always been good to work with, explains things clearly, gets back to me promptly if I need to have a chat about something. Very friendly and professional.

Jarryd, VIC

Sam is a fantastic adviser and has really helped me with my super, pension and ongoing requirements. Nothing is too much trouble and he can always assist.

Johanne, VIC
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Mount Waverley and Williamstown
Team

Sam Khan

Senior Financial Advisor

Sheena Vohra

Senior Financial Advisor

Speak to our experienced team today.

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