Samuel Kitchen
Financial Adviser
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About
Samuel Kitchen is an ASIC-registered financial adviser based in Neutral Bay, NSW, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce from the University of Queensland (2001) and a Graduate Diploma in Financial Planning from the Securities Institute of Australia (2003), Samuel possesses a wealth of knowledge and experience to guide clients through the complexities of the financial landscape. Furthering his expertise, Samuel has completed specialized training in Margin Lending and Geared Investments (2010) and Self Managed Superannuation Funds (2018) from Kaplan Professional Education. As a CPA Australia member (CPA), Samuel adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance or superannuation, Samuel Kitchen is here to provide expert advice and personalized solutions. Contact Samuel today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Samuel Kitchen offer?
Samuel Kitchen provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you with everything from investment strategies to retirement planning and insurance solutions.
What are Samuel Kitchen's qualifications and experience?
Samuel Kitchen holds a Bachelor of Commerce from the University of Queensland, a Graduate Diploma in Financial Planning from the Securities Institute of Australia, and has completed specialized training in Margin Lending and Geared Investments and Self Managed Superannuation Funds from Kaplan Professional Education. He is also a member of CPA Australia (CPA).
What is the process for working with Samuel Kitchen?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Samuel will then develop a personalized financial plan tailored to your needs. Regular reviews and updates will ensure your plan remains aligned with your changing circumstances.
What can I expect from a consultation with Samuel Kitchen?
During a consultation, you can expect a thorough review of your financial situation, a clear explanation of your options, and personalized recommendations to help you achieve your financial goals. Samuel will take the time to understand your needs and provide clear, unbiased advice.
How can Samuel Kitchen help me with my superannuation?
Samuel can provide advice on all aspects of superannuation, including choosing the right fund, consolidating multiple accounts, and developing a retirement income strategy. He can also assist with self-managed super funds (SMSFs).
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