Sam Greene

Greene Financial

8 Yrs Experience
Reservoir, VIC 3073

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

My fees

I offer a free initial consultation for potential new clients.

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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 71
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Greene Financial

Suite 4, 64 Pine St
Reservoir, VIC 3073

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892