Sam Adigrati
Financial Adviser
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About
Sam Adigrati is an ASIC-registered financial adviser dedicated to helping clients in Albert Park and across Victoria achieve their financial goals. With a Bachelor of Business (Accounting) from RMIT (1996) and a Post Graduate Diploma in Financial Planning from the Financial Planning Association (2000), Sam brings a wealth of knowledge and experience to his practice. He further solidified his expertise by becoming a Certified Financial Planner (CFP) in 2002, a designation held through the Financial Planning Association of Australia (now FAAA). Sam is authorized to provide advice on a comprehensive range of financial products, ensuring that clients receive tailored solutions for their unique circumstances. This includes guidance on superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning advice • Investment advice Sam is committed to building long-term relationships with his clients, based on trust, transparency, and a deep understanding of their financial aspirations. Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Sam can provide the expert guidance you need. Contact Sam Adigrati today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Sam Adigrati offer?
Sam Adigrati provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you with strategies to grow your wealth, protect your assets, and plan for a comfortable retirement.
What are Sam Adigrati's qualifications and experience?
Sam Adigrati holds a Bachelor of Business (Accounting) from RMIT, a Post Graduate Diploma in Financial Planning, and is a Certified Financial Planner (CFP). He has been working as a financial adviser since 2000, and is registered with ASIC.
What can I expect during my first consultation with Sam?
During your first consultation, Sam will take the time to understand your financial situation, goals, and concerns. He will ask you questions about your income, expenses, assets, and liabilities. He will then use this information to develop a personalized financial plan that meets your specific needs.
How does Sam Adigrati get paid?
Sam Adigrati is transparent about his fees. He will explain how he is compensated for his services during your initial consultation. Fees can be structured as a fee for service, commission, or a combination of both.
What is the benefit of working with a Certified Financial Planner like Sam Adigrati?
A Certified Financial Planner (CFP) has met rigorous education, examination, and experience requirements. They are committed to upholding ethical standards and providing competent financial advice. Working with a CFP like Sam ensures you are receiving advice from a qualified and trustworthy professional.
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