OUR PEOPLE

While our clients are always at the heart of everything we do, it is our team of hand-selected professionals who deliver the excellent service we’re known for. Our team’s experience and commitment are second to none, and each and every member plays an invaluable role. It’s our people that make the difference.

Sam works closely with James Beresford as a trusted Associate Adviser. You’ll soon discover that he’s always there to answer your questions, provide support, offer information and help with any guidance you need.

He takes the time to understand your circumstances, future goals and your requirements, making sure you always have a tailored and achievable financial strategy. Sam also assists throughout the planning and implementation process to ensure your journey is seamless.

Providing quality customer service every step of the way, you can rely on Sam to be within reach and always ready to help.

Whether you need to know more about a type of insurance, ask for clarification around an investment or need some numbers assessed, Sam is your go-to guy.

Holding a Degree in Applied Finance and over 5 years of financial planning experience, he offers this knowledge to you whenever you need it. Sam’s focus is on broadening his expertise further and is now undertaking a Masters in Financial Planning, which will serve him well both today and down the track.

Sam Carmiggelt

Associate Adviser

The difference is our PEOPLE

  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee
All
  • All
  • Advisers
  • Board
  • Executive Leadership Team
  • Investment Committee

James Beresford

Managing Director | Financial Adviser

Trudi Beresford

Director | Financial Adviser

Harry Bronn

Senior Financial Adviser

Lara Gomez

Relationship Manager

Sam Carmiggelt

Associate Adviser

Scott Marshall

Head of Investments

Alex Mercado

Associate Adviser

Saul Eslake

Chief Economic Adviser

Vic Chau

Chairman

Dr Stephen Garth

Manager : Strategy & Corporate Development

Michael Clegg

External Senior Investment Adviser