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Samuel Gheorghe

GradDipFP, BCom - Provisional Authorised Representative - PRP: 1320838

Fiducian Financial Services South Perth

Western Australia

Phone
08 9315 6800
Address

Suite 2, Level 4/85 S Perth Esplanade, South Perth WA 6151

Samuel Gheorghe

About Samuel Gheorghe

Samuel Gheorghe is a Provisional Representative of Fiducian Financial Services, based in the Perth office. Samuel is currently completing the Professional Year Program, supervised by Christine Ferguson, ARN 278216.

Samuel holds a Bachelor of Commerce and a Graduate Diploma of Financial Planning with over five years’ experience in financial planning.

Samuel believes great advice starts with trust. With integrity at the centre of how he works, he takes the time to understand what matters most and explains options clearly and calmly—without unnecessary jargon. His focus is on building long-term relationships and supporting clients as their circumstances change over time.

Advice Areas

  • Wealth Creation Strategies (No Gearing)
  • Superannuation Strategies (including defined benefit schemes)
  • Life Insurance
  • Cash Flow Planning
  • Centrelink
  • Departments of Veterans' Affairs
  • Estate Planning
  • Debt Management
  • Salary Packaging
  • Retirement Planning
  • Redundancy Planning

Products

Deposit and Payment Products

  • Deposit and Payment Products
  • Non-basic Deposit Products

Government Debentures, Stocks or Bonds

  • Government Debentures, Stocks or Bonds

Life Products

  • Investment Life Insurance Products
  • Life Risk Insurance Products

Managed Investment Schemes

  • Managed Investment Schemes, including IDPS

Retirement Savings Account Products

  • Retirement and Savings Account Products

Superannuation

  • Superannuation – All
  • Self-Managed Superannuation Fund
  • A person’s existing holding in a superannuation product

Make an appointment with Samuel Gheorghe

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