Sam is a partner with over 20 years of experience in the industry. With a background as a Financial Information Service Officer at Centrelink, he brings a unique perspective to his role.
Fully licensed and qualified since 1998, he provides clients with comprehensive financial advice across a range of areas, with a special focus on government income support, aged care, retirement planning, personal injury settlements, defined benefit superannuation schemes and family law.
In 1999, Sam was recognised for achieving the highest grade in Financial Planning and Wealth Protection from the Securities Institute of Australia.
He is passionate about helping people reach their financial goals and independence. He takes time to understand individual income needs and develops effective cash flow and wealth accumulation strategies to help you reach your short, medium and long-term goals.
Engaging and accountable, he takes pride in ensuring his advice is delivered with quality and timeliness. Outside of work, Sam enjoys regular exercise.
Financial Advice Association of Australia (FAAA)
Your adviser is based at our Melbourne office
