Please watch this testimonial from our long-standing clients, Cecilie and John.
At Australian Wealth Solutions, we pride ourselves on our approachability, ensuring our clients feel comfortable & at ease.
Upon arrival, you will be able to meet the full team. This allows for us to get to know each other to best support your ongoing affairs. We guarantee our clients feel happy to contact us with their queries. Our care for client’s lives outside their financial affairs is supported by also meeting with them during many social occasions where finance is not on the agenda. The underpinning principle that drives our business is that: Our clients always come first!
We pride ourselves on providing unique and tailored solutions to meet your key goals and objectives, as well as offering guidance to help keep you on track towards those goals.
Getting the most out of your Superannuation is important. At Australian Wealth Solutions we like to help you build it up and retire comfortably.
Protect your family’s financial future with Australian Wealth Solutions. We will tailor a complete insurance package that suits your individual needs.
In debt? Don’t stress, it happens to the best of us. We have debt solutions to suit any circumstance.
The act of preparing for the transfer of a person’s wealth and assets after his or her death. Estate Planning is an ongoing process and should be started as soon as one has any measurable asset base.
During this emotional time, most of the important decisions are financial. Structuring assets and deciding on how much Refundable Accommodation Deposit (RAD) to pay can make a huge difference.
After working for approximately 45 years of your life, retirement is inevitably the end goal.
Sam is the founder of Australian Wealth Solutions. He completed a Bachelor of Arts at RMIT University in 1988 and then undertook an Advanced Diploma of Financial Advising with the Securities Institute of Australia in 2004. He has since completed a world-renowned Leadership course at Stanford University in 2016 and attended the IPA inaugural delegation in Beijing in 2016 regarding the free trade agreement between Australia and China.
Following extensive experience in corporate management & financial planning, Sam chose to leave a senior financial planning position with Westpac Banking Corporation to pursue his own business venture.
Following its establishment in January 2004, Australian Wealth Solutions is now regarded as one of Australia’s top practices.
Arsenio joined Australian Wealth Solutions (AWS) in April 2018.
Arsenio is currently a Business Relationship Manager and is responsible for maintaining sound relationships with our business associates and sophisticated family groups.
Arsenio has an unmistakable passion for the finance industry, specifically the Australian and Global Share Markets.
Jayson joined Australian Wealth Solutions in August 2019 and has completed a degree in
Business Administration at University of San Jose – Recoletos.
Jayson is based in Cebu, Philippines and provides Australian Wealth Solutions with dynamic administrative support.
Jayson is currently a Client Services Administrator and is responsible for data accuracy, document preparation and liaising with large financial institutions.
Jayson has an infectious smile and the Australian Wealth Solutions team are grateful to have his unparalleled support.
Penny joined Australian Wealth Solutions in September 2021 and is completing a Bachelor of
Commerce at Monash University, majoring in Banking & Finance.
Penny is currently a Client Services Manager and is responsible for client communation, meeting preparation and complex implementation.
Penny has experience with some of the most complex client structures and has excellent
technical skills.
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Phone: 03 9532 4064
ABN / ACN: 91107001061
Business Email: info@wealth-solutions.com.au
Wealth Solutions Australia Pty Ltd trading as Australian Wealth Solutions
is a Corporate Authorised Representative of ASVW Financial Services Pty Ltd
AFSL 446176; ABN 27 007 261 083; www.asvwfs.com.au
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