Samuel Garreffa

Adviser, Perks Private Wealth

Samuel Garreffa

With more than 20 years' experience within the financial services industry, Samuel’s unique skill set allows him to provide a truly holistic service to his clients, with the ability to guide them at every stage of their wealth journey, from preparing for retirement, to estate planning.

Samuel Garreffa

About Samuel.

Samuel is an Adviser within the Perks Private Wealth team with more than 20 years’ experience within the financial services industry, working in corporate superannuation and financial planning organisations of various sizes, including smaller boutique style, mid-tier, and Australia’s largest investment bank.

As a Certified Financial Planner (CFP®) and Accredited Estate Planning Strategist®, Samuel’s unique skill set allows him to provide a truly holistic service to his clients, with the ability to guide them at every stage of their wealth journey, from preparing for retirement, to estate planning.

As the first Financial Adviser in South Australia to be awarded with the Accredited Estate Planning Strategist® qualification, Samuel’s deep expertise in this area are sought after. He is regularly asked to present and provide insights and commentary on issues relevant to families and businesses. With his industry standing, together with the well-rounded advice he provides to his clients, Samuel has gained the deserving respect and trust of his clients, as they progress with the peace of mind that their legacy will be protected into the future.

Qualifications & Associations:

  • Certified Financial Planner (CFP®)
  • Accredited Estate Planning Strategist®
  • Master of Applied Finance
  • Graduate Diploma of Financial Planning
  • Bachelor of Business (Commercial Law)

Specialisations:

  • Family Office
  • Estate Planning
  • Succession Planning
  • Wealth Management
  • Family Business

Get in touch with Samuel.

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