Sam Bendeich Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Sam brings to Fitzpatricks Wealth Advisers a unique blend of life insurance technical excellence and a resolute customer focus. As a risk management expert, Sam’s passion in the wealth management industry is to develop a clear understanding of his clients, their dreams (both business and personal) and their family circle dynamic. Distilling this often complex information into a subset of simple life insurance protection mechanisms is Sam’s specialty.
With over 10 years of experience working with leading Australian business owners and their families, Sam has developed a reputation for transparency, accountability and service delivery within the financial service industry. Sam’s singular focus is the efficient delivery of risk management solutions.
- Diploma of Financial Services (Kaplan)
- Certificate of Registration (Real Estate Institute of NSW)
Areas of expertise
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Small to Medium Enterprises (SME)
Key Person Insurance Strategies
Group Insurance Solutions
- Over 3 years Senior Financial Adviser with Fitzpatricks Private Wealth
- 12 years Financial Services
- 10 years Real Estate and Call Centre Industries