Sam Brennan

Sam has a wealth of product knowledge and specialises in the areas of policy structuring and contract analysis.

His claims philosophy is to provide peace of mind for YOU and YOUR family to ensure that when the unfortunate happens, your plan responds with the financial protection we designed. You will have the support of Sam and the AFRM team, driving the claim process and advocating on your behalf. AFRM use our experience and knowledge to navigate the process, doing our best to expedite the insurer’s claim decision. This removes what can be an emotional, complex and arduous task for you or the family, at a time when the focus is on the care and support for loved ones.

Sam started with AFRM in 2016, working his way up in the business. He holds a double Degree in Business/Commerce and a Diploma of Financial Planning. He is also a registered Tax (financial) Adviser and a member of the Financial Advice Association Australia (FAAA). Sam meets the education, training and ethical standards of the Financial Advice profession (Corporations Amendment [Professional Standards of Financial Advisers] Act 2017), in addition to complying with the industry Code of Ethics (Financial Planners and Advisers Code of Ethics 2019).

At AFRM, our mission is to protect people from financial hardship when things go wrong. We are a specialist risk advice firm, operating since 1997, engaging with our clients under our core values of Respect, Honesty, Integrity, Fairness, Ethics and Caring. We develop tailored financial advice to create a portfolio of products across life insurance companies that best suit your needs. This is a complex process, involving research, pre-assessment, and analysis which considers your financial situation and life style. But this is just the start of the relationship, as we are here to support you in the ongoing, with reviews to adjust strategies and actions as your life evolves. We are renowned for our track record in claims management, holding insurers to account and holding your hand every step of the way through the claims process.