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SC

Samuel Curry

Financial Adviser

Australian Financial Planning Solutions (AFPS)
Hawthorn East, VIC 3135

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About

Samuel Curry is an ASIC-registered financial adviser dedicated to helping individuals and families in Hawthorn East, VIC, achieve their financial goals. With a Bachelor of Commerce from Monash University (2000) and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), Samuel possesses a strong foundation in financial principles. Further solidifying his expertise, he earned the Certified Financial Planner designation from the Financial Advice Association of Australia Limited (2013) and became an SMSF Specialist Advisor with the SMSF Association (2016). As a member of the Financial Advice Association of Australia (FAAA), Samuel adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Samuel offers tailored strategies for superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Samuel's key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to ensure a comfortable future. Ready to take control of your financial future? Contact Samuel Curry today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Retirement planning Superannuation advice Wealth accumulation Insurance solutions SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000405576

Verify on ASIC Register

Authorised Representative Number

000314552

Verify on MoneySmart Register

Frequently Asked Questions

What services does Samuel Curry offer?

Samuel Curry provides a range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also specialises in SMSF advice.

What qualifications does Samuel Curry have?

Samuel Curry holds a Bachelor of Commerce from Monash University, an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, is a Certified Financial Planner with the FAAA, and an SMSF Specialist Advisor with the SMSF Association.

What can I expect during my first meeting with Samuel Curry?

During your initial consultation with Samuel Curry, you can expect a thorough discussion of your financial goals, current situation, and risk tolerance. Samuel will listen carefully to your needs and begin to develop a personalised financial plan tailored to your specific circumstances.

Why should I choose Samuel Curry as my financial adviser?

Samuel Curry is a highly qualified and experienced financial adviser with a strong commitment to providing ethical and professional advice. His qualifications, including being a Certified Financial Planner and SMSF Specialist Advisor, demonstrate his expertise in complex financial matters. He is also a member of the Financial Advice Association of Australia (FAAA) and dedicated to helping clients achieve their financial goals.

How does Samuel Curry stay up-to-date with changes in the financial industry?

Samuel Curry is committed to ongoing professional development and actively participates in industry training and events. As a member of the Financial Advice Association of Australia (FAAA) and an SMSF Specialist Advisor, he has access to resources and information that keep him informed about the latest changes in legislation, regulations, and investment strategies.

Get in Touch

Contact Samuel directly for personalised advice.

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