Sam Kitchen

Secured Wealth Pty Ltd

Gold
18 Yrs Experience
Neutral Bay, NSW 2089
Fun, Care and Honest.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Secured Wealth Pty Ltd

Level 2, 3 Young St
Neutral Bay, NSW 2089

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Secured Wealth Pty Ltd

AFSL 516518

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"He's a member of the FPA and a CPA."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Queensland (UQ)
Completed
2001

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
Associate
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