Sam Greene

Greene Financial

Platinum

8 Yrs Experience

Reservoir, VIC 3073

About Sam
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Hi, I'm Sam. I'm not your average financial expert. I'm a sports enthusiast, dog lover, women’s football coach, and a seasoned financial advisor. But most importantly, I'm your partner in creating financial goals that are as fun and exciting as your life.

Based in Melbourne, I firmly believe that setting financial goals should be an empowering experience, one that aligns with your desired lifestyle. For me, this means having a work-to-life balance and being able to say ‘Yes’ to the things that matter most to me.

As the Director and Financial Advisor of Greene Financial, I've spent the last decade honing my expertise. I moved to Melbourne, from the beachside town of Warrnambool, in 2009 to study a Bachelor of Accounting and Finance, and for the last decade I’ve assisted over 100 individuals in achieving their financial dreams. Today, my greatest value lies in connecting with clients and sharing my financial knowledge to help them align their money with their life.

Check out our website for further information or to book a Discovery Call.

My qualifications include:

 Bachelor of Accounting from La Trobe University.

 Bachelor of Finance from La Trobe University

 Certified Financial Planner of the Financial Planning Association of Australia (FPA).

 Post Graduate Qualification in Ethics and Professionalism in Financial Advice from Kaplan.

 Accredited Aged Care Professional from Aged Care Steps.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

I charge a fixed advice fee based on agreed scope of advice required by you. All fees are agreed with you prior to the commencement of work, ensuring there are no surprises when delivering advice.

5.00 April 2024

Sam was fantastic to deal with regarding the estate of my father and the affects on my Mum's pension and future needs. Sam explained everything and was able to answer all our questions. I would have no hesitation recommending Sam to anyone, her knowledge and the manner she communicates it in a way that is easy to understand was so helpful.

5.00 April 2024

Sam was recommended to me by a friend and I am so happy that I engaged her services. Sam has helped me to clarify my life goals and to see how my money can work to realise them. I am fully confident in Sam’s advice and have already recommended her to friends and family members. Sam is very accessible for follow up questions, regardless of how basic or complex they are. I am very very happy with Sam’s work ethics and service. Thankyou Sam!

5.00 February 2024

I couldn't be happier with the advice and information Sam shared with me to help me make important decisions moving into the next exciting phase of my life. Sam was extremely accommodating, friendly and knowledgeable. She patiently answered all my unconventional questions about Super and retirement. Sam helped me make some important investment decisions as well as helping me to clarify my life goals moving forward. I can't thank Sam enough and I'm super excited about my future as well as being confident in my decisions.

5.00 January 2024

I highly recommend Sam, having had her work for me for around 10 years. I have always found her to be clear and helpful and understanding. Her expertise has meant that she has taken the stress out of my financial decisions.

5.00 January 2024

Sam has provided a fresh approach on some daunting end of work life and downsizing life changes! Sam has been nothing but honest, respectful and diligent in her advice.