Samantha Hamilton
Financial Adviser
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About
Samantha Hamilton is an ASIC-registered financial adviser based in Jolimont, WA, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2002) and as a Certified Financial Planner with the Financial Advice Association of Australia (FAAA) since 2005, Samantha brings a wealth of knowledge and experience to her practice. Further qualifications include being an Accredited Listed Product Adviser (Kaplan Professional Education, 2008) and expertise in Margin Lending and Geared Investments (Kaplan Professional Education, 2011). As an authorised financial adviser, Samantha provides comprehensive advice on a range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise extends to retirement planning, investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, government debt securities, and foreign exchange, ensuring her clients receive well-rounded and tailored financial strategies. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Samantha is committed to building long-term relationships with her clients, providing ongoing support and guidance as their financial needs evolve. If you're looking for expert financial advice and a personalised approach, contact Samantha Hamilton today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Samantha Hamilton offer?
Samantha provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products like securities and derivatives.
What are Samantha Hamilton's qualifications?
Samantha holds a Diploma of Financial Planning from Deakin University, is a Certified Financial Planner (FPAA), and has accreditations in Listed Products and Margin Lending.
How does Samantha Hamilton approach financial planning?
Samantha focuses on building long-term relationships with clients, providing personalised advice and ongoing support to help them achieve their financial goals.
What can I expect during my first consultation with Samantha Hamilton?
During your initial consultation, Samantha will discuss your current financial situation, your goals, and your risk tolerance to develop a tailored financial plan that meets your specific needs.
Does Samantha Hamilton provide advice to self-managed super funds (SMSFs)?
While Samantha's core services include superannuation advice, it is best to contact her directly to discuss the specific needs of your SMSF and whether her expertise aligns with your requirements.
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