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.