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  3. Sam Rio

OUR PARTNERS & ADVISERS

Sam Rio

Accreditations

Certified Financial Planner (CFP®), Graduate Diploma of Financial Planning, Bachelor of Science, Graduate Diploma of Exercise and Rehabilitation

Key areas of focus

Career transition, family law, personal injury settlements and government income support payments

Office location

Melbourne, VIC

 

Sam Rio

Financial Adviser

book a meeting with Sam

Sam helps people identify their cashflow needs, develop effective cashflow strategies and identify suitable short, medium and longer term goals including assessing their personal capacity to manage financial independence and the type of capital needed for this.

Sam finds great satisfaction in helping people and with meeting people with diverse backgrounds and needs.  The financial advice industry provides many challenges and is constantly changing so this provides me an opportunity to keep learning and growing and to pass this knowledge onto people to make a meaningful impact on their lives.

To help make this industry become a true profession by providing uncompromised, comprehensive and meaningful advice that improves livelihoods.

 

Click here to view Sam's latest FSG

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Corporate Representative of Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665.

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