Samuel Carter

Samuel is an associate who is currently in the latter half of his provisional year. He has worked in numerous financial service and client-facing roles where he enjoys adding a human element into his interactions where possible.

He completed his undergraduate studies in economics and finance before committing to the industry by completing a Graduate Diploma of Financial Planning. Furthermore, he has completed the financial adviser exam, formerly known as the FASEA exam, as administered by the Australian Securities and Investments Commission.

Samuel believes that financial advice should feel more like a conversation and less like a university lecture. He believes that the advice should be clear and solely centred around getting great outcomes for those receiving the advice.

Outside of work, Samuel enjoys participating in Saturday morning park runs and working out with his friends at the gym. When he is not out and about, he enjoys reading history books and keeping up on current affairs.