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Sam Kernaghan MAppFin

Sam Kernaghan MAppFin

Mr Sam Kernaghan MAppFin
Financial Planner

Financial Services Guide
Financial Services Guide 2

Experience

Sam has over 9 years’ experience in the Financial Planning industry, with over 5 as an adviser.

His experience covers many areas including; pre-retirement and retirement planning, wealth accumulation, superannuation including Self-Managed Superannuation Funds.

Qualifications

Sam holds a Master of Applied Finance, from Charles Sturt University, along with the Diploma and Advanced Diploma in Financial Planning

He is also a member of the Financial Planning Association of Australia.

Additional Information

Sam takes pride in assisting his clients in realising their goals and objectives, by taking the time to find out what they what to achieve and then providing the right advice to achieve them.

Sam’s experience covers many areas including; pre-retirement and retirement planning, wealth accumulation, superannuation including Self-Managed Superannuation Funds.

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 93 Pine Ave Mildura VIC 3500
Phone 0350212212
Email sam@harvestwealth.net.au