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 39
  • 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