About Us
About Us
About Us

Australian Wealth Solutions is a boutique financial planning firm which is committed to providing Personalised Financial Planning Solutions to businesses and individuals with unparalleled enthusiasm and drive.

The underpinning principle that drives our business is that: The client always comes first!

Founded in early 2004, AWS aims to provide one on one financial planning advice and uniquely tailored solutions together with designing strategies that meet your key goals and objectives.

AWS also provide e-financial planning, so no matter where in the world you are, we can present and review your financial plans in real time!
Sam Zervides

BA, DFA, AFA (Practitioner Membership)

Sam is the founder of Australian Wealth Solutions. After extensive experience in corporate management & financial planning, Sam chose to leave a senior financial planning position at Westpac Banking Corporation to pursue his own business venture.

Sam completed a Bachelor of Arts at RMIT University in 1988, and then undertook a Diploma of Financial Advising with the Securities Institute of Australia in 2004.

Sam joined Australian Wealth Solutions in June 2013, after completing a Bachelor of Business at La Trobe University, majoring in Financial Planning. Sam is currently responsible for para-planning and is studying towards becoming a fully qualified financial planner.

Sam is a dedicated and enthusiastic member of the AWS team who always goes over and above to meet clients needs.

Stefan joined Australian Wealth Solutions in March 2015 part time whilst currently completing a Bachelor of Accounting & Bachelor of Finance (double degree), at La Trobe University.

Stefan is currently responsible for administration and client services.

Stefan is an enthusiastic member of the AWS team and is excited to meet and provide excellent service to our new and existing clients.

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Why AWS?