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
Employee Benefits - Group Insurance Advice
Insurance Advice via Superannuation
Business Succession - Buy/Sell Insurance
Insurance advice for individuals and business owners
Key Person Insurance Strategies
- Over 8 years Life Insurance Adviser with Fitzpatricks Insurance Advisers – Fitzpatricks Private Wealth
- 17 Years Life Insurance Adviser – Financial Services Industry
- 10 years Real Estate and Call Centre Industries