Sam is an Authorised Representative with Australian Unity Financial Planning. Focusing on client’s aspirations and personal values, we work to establish their vision of a financially secure and sustainable future. Sam has over 20 years experience in business including 7 years as a financial planner and delivers regular education seminars on financial planning topics.
Providing a range of financial services including self managed super, retirement incomes and listed ASX securities, Sam can offer clients a good selection of ethical investments via Managed Funds and Direct Shares. Sam has qualifications in business, engineering and financial planning and serves as a volunteer Board member (Treasurer) at Ivanhoe Diamond Valley Centre, which provides services to adults with Intellectual Disabilities.
CERTIFICATION DETAILS Certified by RIAA since: 2008 Dealer Group: Australian Unity Financial Services Fees and charges structure: Either fees for service or commission Qualifications: - Graduate Diploma in Financial Planning Financial Adviser since: 2003 Offering responsible investment advice since: 2008 What responsible investment services do you offer? - Superannuation & Retirement Planning - Investments - Direct Shares - Personal risk insurance – Life/TPD, Income Protection, Trauma Which responsible investment products do you provide advice on? - Ethical Managed Funds - Direct Shares with high ESG ratings
CONTACT DETAILS Sam Pitruzello engage Financial Services Suite 2A, 70 Doncaster Road, Balwyn North VIC 3104 Phone: 03 9819 7900 Email: sam@engageconsulting.com.au
DISCLAIMER: This information has been prepared by RIAA based on material provided by Sam Pitruzello. While it is provided to assist you in finding a Financial Adviser, RIAA does not endorse or recommend any particular firm or superannuation fund to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.
Sam is an Authorised Representative with Australian Unity Financial Planning. Focusing on client’s aspirations and personal values, we work to establish their vision of a financially secure and sustainable future. Sam has over 20 years experience in business including 7 years as a financial planner and delivers regular education seminars on financial planning topics.
