Sam Neilson Email
Provisional Financial Adviser @ Pitcher Partners Newcastle & Hunter
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Sam Neilson Location
- Newcastle East, NSW, AU
Sam Neilson Work
- Provisional Financial Adviser @ (September 2026 - Present)
- Paraplanner @ (October 2022 - Present)
- Content Creator @ (March 2022 - February 2023)
- Paraplanner @ (June 2021 - October 2022)
- Adviser Support @ (September 2020 - June 2021)
- Client Solutions Intern @ (December 2019 - March 2020)
- Bartender and Waiter @ (September 2017 - December 2019)
- Data Analyst @ (December 2018 - February 2019)
Sam Neilson Education
- Kaplan Professional
Master of Financial Planning (Financial Planning and Services)
2026-2027 - Kaplan Professional
Graduate Diploma of Financial Planning
2023-2025 - Monarch Institute
Diploma of Financial Planning (RG146)
2020-2021 - University of Newcastle
Bachelor of Business/Bachelor of Commerce (Majoring in Politics, Economics, and Finance)
2016-2020 - Dungog High School 2011-2016
Sam Neilson Skills
- Cash Flow Management
- Communication
- Customer Service
- Financial Planning
- Investment Management
- Management
- Microsoft Excel
- Relationship Building
- Research & Analysis
- Retirement Planning
- Strategic Planning
- Superannuation
- Teamwork
- Xplan
Sam Neilson Summary
- Sam Neilson, based in Newcastle East, NSW, AU, is currently a Provisional Financial Adviser at Pitcher Partners Newcastle & Hunter. Sam Neilson brings experience from previous roles at Pitcher Partners Newcastle & Hunter, Of Profit and Policy and Hunter Financial Pty Ltd. Sam Neilson holds a 2026 - 2027 Master of Financial Planning in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Cash Flow Management, Communication, Customer Service, Financial Planning, Investment Management and more. Sam Neilson has 1 emails on RocketReach.
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