Sam is a Senior Paraplanner, working closely with advisers on preparation of client advice, research and analysis of strategies, technical issues impacting clients. He has 7 years experience in the financial advisory sector including paraplanning and as a strategic adviser, joined firm in 2023. Sam completed his Masters of Financial Planning, Adv Diploma of Financial Services and B. Applied Finance from Macquarie University (with merit certificate for outstanding academic performance). He has completed a CommLaw2 Entities & Business Structure course.
Qualifications & Accreditations
- Master of Financial Planning
- Advance Diploma of Financial Services
- Bachelor of Applied Finance