Sam Schmarr

Schmarr Financial Group

Gold
6 Yrs Experience
Nelson Bay, NSW 2315

Recent reviews

Schmarr Financial Group

17-19 Stockton St
Nelson Bay, NSW 2315

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 26
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
26 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 26

Sort by

5.00

"Sam has given us advice in areas including insurance and investments within our existing Self Managed Super Fund. His communication has been extremely prompt and easy to understand. He took the time to understand us and our needs and his recommendations reflected this. The advice presented to us was clearly documented and easy to understand and follow. His manner has allowed us the confidence to ask questions and better understand our current and future position."

  • Insurance Protection
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has gone above and beyond and been available at all hours to help my partner and I sort out our finances. We are in a much better position and no longer live in fear thanks to Sam"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Sam was great in helping myself and my wife move in the wright direction that will allow us to achieve our Super Goal as well and obtain realistic and better priced insurance for our needs and current situation. We are confident with Sam's service and advice and very impressed with his pricing and communication. Thanks Sam and we look forward to continuing to work with you in the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has been absolutely wonderful to deal with. He has opened our eyes to a whole new world of finance and advice. He is very calm and collected, nothing seems too big for him to help with. He is super prompt with all interactions be it email, phone calls or getting things sorted for us. We are so grateful that we came across Sams service and he was able to help us in so many areas of our lives. Thanks Sam!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam Has provided me advice on income protection as I have recently purchased my first home and I am a single lady and provider. Sam was incredibly helpful and knowledgeable. He explained everything very clearly, and checked with me to see if it was understood and if I felt comfortable. Sam provided me with options that best suited my needs, that was clearly set out in table to allow me to compare which was very helpful. I feel very confident in the advice provided and that its was best suited for my situation. He was also very diligent in following up, and I always felt he provided me with full care and attention. I would recommend Sam to everyone, he made it all very easy, - his in depth I also found very comforting, he is incredibly professional."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam was easy to work with, he explained everything very well and was overall very accessible. Sam was very quick to respond to any queries and followed up and gave feedback on everything we asked him to in a timely manner."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam was professional from the start to finish and with his knowledge and expertise he was able to provide us with the right product that suited us. I would not hesitate to recommend sam to my friends and family. Clint 2317"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam has a very honest and sincere approach. He talks your talk and takes interest in why you are there. Sam is willing to help you and is continually in touch with you. We would definitely recommend Sam to family and friends."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Always very friendly and helpful. We have Recommended him to our family and would have no hesitation in recommending him to anyone else."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam was recommended by my partner, I am so glad we decided to go with his expertise. He proved from just day one his commitment to the industry, his ability to provide consistent communication and his thorough knowledge of Financial Services. My partner and I would highly recommend him to anyone looking for Financial Advice. Well Done!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
Australis College (prev Intellitrain)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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