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Sam Hughes

RSM Financial Services Australia Pty Ltd

Bronze
7 Yrs Experience
Perth, WA 6000

Sam brings over 8 years of experience in the Financial Planning industry, specialising in working with high net worth individuals, and farming families in the Great Southern Region of WA. Sam's main objective is to simplify complex financial matters and provide peace of mind to clients.

Sam is experienced in Retirement Planning, Self Managed Superannuation Funds and Investment advice. Through RSM's strong ties to regional WA, Sam regularly visits the RSM Albany office to service clients in this region with their financial planning needs.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

RSM Financial Services Australia Pty Ltd

Level 32 Exchange Tower, 2 The Esplanade
Perth, WA 6000
61 Peels Pl
Albany, WA 6330

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

RSM Financial Services Australia Pty Ltd

AFSL 238282