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Samuel Bunting, ACSI

Senior Associate

Holding a Level 4 Diploma in Financial Planning, Sam brings to the industry an incomparable work ethic together with an astute ability to provide ongoing support in all areas of financial planning.

A talented and driven associate with an unquestionable enthusiasm for the industry, Sam has quickly established himself as a top performer in the company through practical demonstration in client acquisition and is extremely proficient in developing strong relationships with clients.

His delivery of exceptional service through effectual listening and communication qualities, together as someone who holds himself to the highest degree of professional integrity is a testament to a reputation of dependable and trustworthy expertise that Sam continues to build.

Areas of Expertise

• Pension Analysis, Advice, and Management

• Superannuation Analysis, Advice, and Management

• Retirement Planning

• Pension Planning

• Inheritance Tax Planning

• Tax Planning

• Wealth Management

• Investment Portfolio Management

• Investment Review

• Cashflow Forecasting & Modelling

Qualifications & Awards

CISI Level 3 International Certificate in Wealth & Investment Management

CISI Level 4 Investment Advice Diploma

Level 3 International Certificate in Wealth & Investment Management

UK Regulation & Professional Integrity

Investment, Risk & Taxation

Financial Planning & Advice

Associate Membership with the Chartered Institute for Securities & Investment

Regions Covered

  • Australia
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