Sam Fimis
Financial Adviser
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About
Sam Fimis is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong academic foundation including a Bachelor of Legal Studies and a Bachelor of Economics from La Trobe University, complemented by a Professional Diploma in Stockbroking from the Stockbrokers Association of Australia, Sam brings a wealth of knowledge and expertise to his practice. He has also completed Ethics and Professionalism in Financial Advice with Kaplan (2019), and passed the FASEA Relevant Provider Exam in 2020. As a member of the Stockbrokers and Investment Advisers Association (SIAA), Sam adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including wealth management, securities, and government debt securities. This allows Sam to offer holistic and personalized strategies to build and protect your wealth. Key services include: • Wealth Management Strategies • Investment Portfolio Construction and Management • Advice on Securities and Government Debt • Superannuation and Retirement Planning • Personalized Financial Planning Ready to take control of your financial future? Contact Sam Fimis today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of clients does Sam Fimis typically work with?
Sam works with a diverse range of clients, including individuals, families, and businesses, tailoring financial strategies to their unique needs and goals.
What qualifications does Sam Fimis have?
Sam holds a Bachelor of Legal Studies, a Bachelor of Economics, and a Professional Diploma in Stockbroking. He has also completed Ethics and Professionalism in Financial Advice and passed the FASEA Relevant Provider Exam.
What is the process for becoming a client of Sam Fimis?
The process typically begins with an initial consultation to discuss your financial goals and current situation. From there, Sam will develop a personalized financial plan tailored to your specific needs.
What services does Sam Fimis offer?
Sam offers a wide range of services including wealth management, investment portfolio construction, superannuation advice, and advice on securities and government debt securities. He is committed to providing holistic financial solutions.
How does Sam Fimis stay up-to-date with changes in the financial industry?
As a member of the Stockbrokers and Investment Advisers Association (SIAA), Sam is committed to ongoing professional development and stays informed about the latest industry trends and regulations through continuous learning and industry events.
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