Sam Simpson

Advice to Empower

Gold
13 Yrs Experience
Concord, NSW 2137

I am driven by a strong desire to help people achieve their personal, business and financial goals along their journey to a fulfilling and rewarding life.

I am a CERTIFIED FINANCIAL PLANNERĀ® with over 10 years experience in the financial services industry.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 14
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Advice to Empower

Suite106, 43 Majors Bay Rd
Concord, NSW 2137

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221