Samuel Wakefield Email

Senior Financial Adviser | Director @ Optalife Financial Services

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Samuel Wakefield Location

Melbourne, VIC, AU

Samuel Wakefield Work

@ Pursue Wealth
2015 - now Senior Financial Adviser | Director @ Optalife Financial Services
2010 - 2015 Financial Adviser @ Anne Street Partners

2009 - 2010 Customer Service Representative @ Commonwealth Bank

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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

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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.

Samuel Wakefield Emails

Found 2 emails

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Samuel Wakefield

Senior Financial Adviser | Director at Optalife Financial Services

Melbourne, VIC, AU
2
- optalife.com.au
- pursuewealth.com.au
Sam Cfp®

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Melbourne, VIC, AU
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Top Optalife Financial Services Employees

Samuel Wakefield

Senior Financial Adviser | Director at Optalife Financial Services

Melbourne, VIC, AU
2
- optalife.com.au
- pursuewealth.com.au
Brittany Collins

Associate Financial Planner and Paraplanner at Optalife Financial Services

Melbourne, VIC, AU
1
- optalife.com.au

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