Sam Koranias

Australian Wealth Solutions

Silver
6 Yrs Experience
Caulfield North, VIC 3161

Recent reviews

Australian Wealth Solutions

160 Hawthorn Road
Caulfield North, VIC 3161

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 4
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176

4.90
4 Reviews
5
4
3
2
1
4.70
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Sam is a great adviser. His knowledge, passion and pride in what he does is something that can be hard to find. I have no hesitation in recommending Sam to my clients, friends and family alike."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sam was so helpful! He is very knowledgeable and was able to explain things clearly an in a way that both my wife and i could understand. I believe he genuinely has our best interests at heart and i would recommend him to anyone looking for sound advice. I look forward to Sam managing my affairs for many, many, many years to come."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I didn’t know what to expect when coming to see Sam at Australian Wealth Solutions. By the second session I found out I was under insured and since I work for myself I quickly realised the value in coming to see Sam. Sam outlined the importance of being insured along with the reasoning behind the insured amount. I can see Sam is extremely passionate about setting his clients up on the right financial structure and am very grateful I have someone I can trust and go to for future financial advice. I highly recommend Sam to anyone that is wanting further understanding on their financial situation/circumstances or are just beginning in their financial journey like myself. Hugh"

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

"Sam has been an amazing help during the last 12-18 months. Through the tough times, Sam was only a call away with positive feedback & alternatives to move forward with. He's knowledge is second to none, he has always delivered on every situation. Overall I wouldnt refer anyone but Sam to my friends and family. Thank you very much!"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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