Samuel Garreffa

I am a Certified Financial Planner® and Accredited Estate Planning Strategist® who takes great pride and satisfaction in delivering personal, tailored and comprehensive advice. I have gained 19 years of professional experience within the financial services industry within corporate superannuation and financial planning within small, medium-size and large organisations.

My qualifications include a Master of Applied Finance, a Graduate Diploma of Financial Planning and a Bachelor of Business (Commercial Law). I am also a FPA Accredited Estate Planning Strategist (AEPS®) and I am the first Financial Adviser in South Australia to gain this qualification. With my knowledge and experience, I provide comprehensive presentations, advice and commentary to media outlets, including News Limited, the Australian Financial Review and the Financial Planning Association of Australia.

I enjoy working closely and proactively for my clients and deeply value honesty and integrity. Establishing a successful estate planning service catering to the needs of my clients has added to the enjoyment of my role in providing a truly holistic approach to comprehensive financial advice.