I am an experienced, qualified and registered financial adviser with a diverse client base.
I work with high-net-worth individuals and families requiring a high service standard. I have the experience, skills, and frameworks to advise these clients, often with complex financial needs.
Day-to-day, I advise on structuring, strategic planning (inc. superannuation), and investment strategies, including the ongoing management of model portfolios for private clients and MP online service.
Clients say I am a trustworthy and caring expert; my point of difference is a willingness to understand and connect with them.
Always astute advice and his team approach is beneficial for me as I need a personal service.
Sam has been nothing but perfect in delivering his investment advice to my wife and I over the years. He is always clear in delivering his advice to us in a way we can both understand. Sam always takes the time to ensure we are comfortable with our portfolio's strategy and any changes that get made throughout the year. Sam has helped us map our our retirement plan with clear, understandable advice whilst being across all current investment markets, themes and news. I would highly recommend Sam as an adviser.
Sam provided me with a full range of investment services including stockbroking, financial planning and superannuation strategy advice. He considers your personal and financial goals holistically and provides a comprehensive strategy to meet those goals over the long term.
Refreshingly genuine and professional, complimented with his experience and premium industry accreditations, Sam is always a pleasure to deal with and has grown my financial portfolio whilst meeting my risk expectations.
Sam consistently meets my investment and strategic advice needs. He is a trustworthy adviser.
- Adviser status Platinum
- Number of reviews 5
- First year providing advice 2013
- Years of experience 10
- Bachelor of Business (Finance)
Mackay Private - Wealth ManagementLevel 6, Emirates House, 167 Eagle St
Brisbane City, QLD 4000
- 8:00am – 5:00pm Monday – Friday
Mackay Private Partners Pty Ltd