My Short Story
In the early 1990’s when I started studying Economics and Finance at University, the financial planning industry began taking its first steps towards becoming a profession.
My course started offering electives in financial planning and I enrolled thinking it would be a good counterbalance to the economic theory I was studying at the time.
What immediately impressed me was the ability to practically apply what I was learning to my own life and I was encouraged to consider my finances.
As I progressed with my studies and career it became apparent to me that others could benefit from what I was learning, and that many people go through life working extremely hard but remain unaware of how they could maximise their financial potential through the power of financial planning.
What continues to motivate me is sharing my knowledge to empower others to take control of their financial lives.
CFP® BBus GDipAFI GDipFP
More About Sam
Sam is passionate about working with professionals and business owners to help them make intelligent financial decisions to achieve their most important goals.
He helps his clients to identify their needs and objectives, and is able to draw upon his depth of practical experience and academic foundations to explain complex matters so his clients’ can make informed decisions.
Early on in his banking and finance career, Sam recognised the importance to him of creating a business that helped people and represented his values. He feels fortunate to have been able to fulfil this ambition since 2004.
Sam has been a trustee of a charitable foundation for over 10 years and is current chairman. His focus is on youth development and education, as he believes that everyone should be afforded an opportunity to develop to their full potential. Sam is often sought after to present and provide strategic advice to philanthropic groups.
Read about Sam’s passion via this link.
Sam maintains a fit and healthy lifestyle, enters as many ocean swims as possible during the summer and tries to get away for one adventure holiday each year.
Qualifications & Accreditations
- Bachelor of Business – Economics & Finance, RMIT University
- Graduate Diploma of Applied Finance & Investment, Securities Institutes of Australia
- Graduate Diploma of Financial Planning, Securities Institutes of Australia
- Certified Financial Planner (CFP®)
- SMSF Specialist Advisor (SSA)
- Fellow of the Williamson Community Leadership Program, Leadership Victoria
- Financial Advice Association Australia (FAAA), CFP® Professional
- SMSF Association
- Philanthropy Australia via charitable foundation