Samuel Wakefield Email
Senior Financial Adviser | Director @ Optalife Financial Services
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Samuel Wakefield Location
- Melbourne, VIC, AU
Samuel Wakefield Work
- Senior Financial Adviser | Director @ (November 2015 - Present)
- Financial Adviser @ Anne Street Partners (August 2010 - October 2015)
- Customer Service Representative @ (August 2009 - August 2010)
Samuel Wakefield Education
- Financial Planning Association of Australia
CFP® Certification Program (Financial Planning)
2015-2017 - Griffith University
Bachelor of Commerce (B.Com.) (Economics)
2005-2009 - Kaplan Australia
Advanced Diploma of Financial Services (Financial Planning)
Samuel Wakefield Skills
- Superannuation
- Retirement Planning
- Wealth Management
- Risk Management
- Investment Strategies
- SMSF
- Financial Planning
- Estate Planning
- Portfolio Management
- Management
- Leadership
- Investments
- Investment Advisory
- Insurance
- Income Protection
- Financial Services
- Financial Analysis
- Financial Advisory
- Banking
- Wealth
- Pensions
- Retirement
- Financial Risk
- Life Insurance
- Asset Allocation
- Project Management
- Team Leadership
- Marketing
Samuel Wakefield Summary
- Samuel Wakefield, based in Melbourne, VIC, AU, is currently a Senior Financial Adviser | Director at Optalife Financial Services. Samuel Wakefield brings experience from previous roles at Pursue Wealth, Anne Street Partners and Commonwealth Bank. Samuel Wakefield holds a 2015 - 2017 CFP® Certification Program in Financial Planning @ Financial Planning Association of Australia. With a robust skill set that includes Superannuation, Retirement Planning, Wealth Management, Risk Management, Investment Strategies and more. Samuel Wakefield has 2 emails on RocketReach.
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