Sam’s passion to help others through life’s highs and lows drew him to the financial planning profession. Despite his youthful looks, he has over 10 years’ experience across various financial services roles, which was a strategic approach to become a subject matter expert in insurance, investment, and superannuation.
Academically, Sam is recognised as graduating in the top 15% of students across 400 universities internationally and received Golden Key International Honours Society membership. Sam holds a degree in financial planning and is extremely proud to achieve top student honours in the degree for insurance, risk management as well as ethics.
Sam completed his Financial Advice Professional year under Managing Director Simon Coombes and has been thoroughly enjoying his journey helping his clients as a financial adviser. Sam has passed the FASEA ethics exam.
Outside of work, Sam’s passion is surfing. However, he has recently discovered the world under the sea by learning to scuba dive. When he is not in the water, you’ll find Sam training for triathlons or out exploring in the mountains.