With over 10 years of experience in asset and wealth management, Sam leverages his expertise to help clients achieve their wealth management goals. He holds a bachelor’s degree in law and commerce (Finance) from the University of New South Wales and a Diploma in Financial Planning from Kaplan.

Sam’s diverse career within ASX-listed companies has equipped him with a comprehensive understanding of various investment strategies and asset classes. His most notable role was as a Senior Investment Analyst managing a $3 billion portfolio, encompassing property and other diverse assets. He also supported financial planners with portfolio construction and delivered market updates on Australian and international markets.

Drawing on his own investment experience, Sam translates complex concepts into actionable strategies for his clients. He is passionate about helping them maximise their wealth, manage risk, and achieve their long-term and short-term financial goals, ultimately providing them with peace of mind.