Sam Patterson

Sam began his financial planning career from the ground up in 2008 as a paraplanner, quickly advancing through the ranks of compliance, practice development manager and owning a financial planning practice.

This ‘apprenticeship’ over the past 13 years, gives Sam a rare breadth of experience, which has been him moved away from working in businesses to working on them.

A capable adviser with excellent strategic experience, Sam also excels in process design, software customisations & adoption, helping ensure we deliver the best possible client experience.

Having previously consulted with many firms, Sam has made Direct Wealth his home after deciding he wanted to build something lasting – A great business built with respected peers helping clients live a rich life, not just becoming wealthy.