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Published Financial Expert with Personalised Investment Strategies
Sam is a Melbourne-based financial wealth adviser who is married with three children. He takes his job seriously, but never himself. He is also the author of Premiership Portfolio: 6 Step Guide to Succeeding in the Stock Market, the first publication to combine a sporting code with the stock market for educational purposes.
Sam manages client portfolios by helping clients align their investments with their financial goals and risk tolerance. His clientele ranges from everyday football fans (retail investors) and retirees to high-net-worth individuals, including those classified as sophisticated investors.
Authorisations
Sam Fimis can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
Sam is accredited to provide tax (financial) service advice.