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Sam Astell

Financial Adviser

After a successful 15-year career as a professional property valuer, Sam joined our Synecic Wealth team and studied to become a Financial Adviser. With over 20 years of personal investment experience and a strong passion for finance, he is driven by a desire to help people and families achieve their goals.

Sam focuses on helping clients build strong financial foundations through clear, practical advice on superannuation, personal insurance and long-term retirement planning. From cash flow management and budgeting through to superannuation strategies, retirement planning and wealth management, he helps ensure clients’ financial positions continue to evolve with their stage of life and goals.

Sam also provides Life Cover advice, including life insurance, total and permanent disability insurance, income protection, and critical illness insurance, helping clients and their families protect their income, lifestyle and financial security at every stage of life.

  • Graduate Diploma of Financial Planning (GradDipFP)
  • Certified Practising Valuer (CPV)
  • Associate of the Australian Property Institute (AAPI)
  • Graduate Diploma of Property (GradDipProp)
  • Bachelor of Commerce (B.Com)
  • Sub-Authorised Representative (#1310585) of Synectic Wealth Pty Ltd which is a Corporate Authorised Representative (#1250871) of Alliance Wealth Pty Ltd
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About Synectic Wealth Synectic

Wealth Pty Ltd is the financial services division of the Synectic group of accountants, auditors, business advisers, self-managed super fund (SMSF) specialists, and financial advisers. We are based in Devonport, Launceston and Hobart and provide services across Tasmania.

 

Synectic Wealth Pty Ltd ABN 24 615 317 194

Corporate Authorised Representative No. 1250871 of Alliance Wealth Pty Ltd AFSL 449221 | ABN 93 161 647 007 | Financial Services Guide

Information on this webpage has been prepared on a general advice basis only. We have not considered your objectives, personal or financial circumstances. You should consider the appropriateness of the advice for your circumstances before making any decision.

Where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain and consider the relevant Product Disclosure Statement and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Self-managed superannuation funds are not cost competitive for lower balance accounts and are not appropriate for all investors due to the time, cost and responsibility involved in managing an SMSF. For these reasons, it is imperative that you seek advice from your financial adviser before making any investment decisions.

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