SENIOR FINANCIAL ADVISER
MFinPlan, BPsych, Dip. FMBM
Sam is an experienced, professional and highly-educated financial adviser who prides himself on delivering truly holistic financial advice that is always in the best interest of his clients. He has extensive technical knowledge and experience in superannuation and retirement planning. Additionally, with past experience as a mortgage broker, Sam has an in-depth understanding of mortgages, loans, and debt management strategies.
Sam has completed a Master’s Degree in Financial Planning as well as a Bachelor’s Degree in Psychology. With a continuous drive for refining his skills and expertise, Sam also holds an Advanced Diploma of Financial Planning and ASX-Listed Product Accreditation. With his strong educational background and professional credentials, Sam is well-equipped to provide expert and ethical financial guidance.
In addition to his passion for helping clients achieve their financial goals, Sam is also an avid traveller and outdoorsman. He enjoys scuba diving, snowboarding, mountain trekking and playing sports.
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