Samantha Greene

O' Brien Accountants & Advisors

Platinum
6 Yrs Experience
Ivanhoe, VIC 3079
“The importance of having control of your finances and planning for the future at a young age cannot be underestimated.” As a Financial Advisor Samantha assists clients in building and protecting their capital by drawing on her knowledge in capital creation, superannuation strategies, wealth protection and investment advice. Samantha is an Associate Director with our Financial Planning team which delivers valuable outcomes for clients through the development of trusted client advisor relationships and strategic planning. Samantha is personable and engaging and takes time to understand the individual needs of her clients before advising on strategies for the future. Whilst Samantha enjoys working with the diverse range of clients she does have a particular interest in working with clients who are in the early stages of building their wealth and are looking for long term solutions to give them confidence about their future. Within our team, Samantha is an advocate for all things social and rallies the team to participate in community & charity events plus internal team activities such as the staff bake-off and end of footy season longest kick. Samantha’s commitment to community has seen her previously fulfil the role of Victorian advisory committee member for the Count Charitable Foundation where she represented and supported Victorian member firms in their charity initiatives and community engagement activities. Outside the office, Samantha is heavily involved in volunteering at La Trobe University Football Club where she held the position of President for four years and as past player for the women’s senior team where she was a goal kicking specialist until season end 2019. Other than footy Sam enjoys spending time with her two furry, four legged friends, cavoodles Lou and Leo and heading home to Warrnambool when she has the opportunity. Expertise Financial Planning Capital Creation Wealth Protection Superannuation Retirement Planning Money Management Accredited Aged Care Advisor Qualifications Bachelor of Accounting Bachelor of Finance Certified Financial Planner

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

My firm charges a fixed $ advice fee based on agreed scope of advice required by our client. All fees are agreed with our client prior to work commencement so there are no hidden costs nor unpleasant surprises.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 37
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

O' Brien Accountants & Advisors

Suite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.95
37 Reviews
5
4
3
2
1
4.95
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 37

Sort by

5.00

"Excellent"

  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Good Advice."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"On this occasion Samantha has given us advice and help with tax issues and completion of tax returns. Her help is always available, with clear explanations and Samantha points us in the best direction for a most satisfactory result. We view her as our most competent expert when dealing with any difficulties we have with our financial matters now as we move through retirement. I would advise anyone looking for a clear, concise, understanding adviser to consider enlisting Samantha onto their “team”"

  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Samantha was easy to talk to, answered questions efficiently, and was generally helpful and supportive."

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Highly recommend."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samantha has given us advice in areas of financial retirement strategies and management of our superannuation funds. She was always available to assist with all our enquiries in a prompt and efficient manner. We both felt Samantha's knowledge and experience suited our needs and she she listened and acted on our concerns on all occasions. Have always found Samantha and the rest of the team at O'Brien's to be very helpful and acted professionally, but at all times interested in your story as well!"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Prompt articulate accurate - thank you for very sound advice"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samantha has provided expert and timely advice to assist me with all the decisions and actions needed to move from the stage of building assets and superannuation to managing retirement finances. It was very daunting to do this alone as super and tax legislation is very complex and 'not knowing' can have considerable implications for finances in the long term. Sam's knowledge, experience, great listening and encouragement have made this process so much easier and helped me to maximise all opportunities. I feel confident that the way ahead suits my needs and I look forward to learning more about finances from Sam during annual review conversations and updates."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Samantha has my interest at heart .I find her caring and very supportive she does take into consideration my age (81) and my lack of computor skills and is very patient."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Samantha has provided excellent advice in regard to our super fund which was previously floundering. Through Samantha's knowledge and experience, I feel very confident that the advice given was right for my needs. I highly recommend Samantha !"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 37

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2015

Bachelor of Finance

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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