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Samantha Morris

Morgans Financial Ltd

Gold
17 Yrs Experience
Deakin, ACT 2600

As a senior member of the Morgans Canberra Financial Planning Team, with over 15 years of experience as a Financial Planner, I am passionate about helping clients achieve their financial goals and objectives.

My key areas of expertise are superannuation (SMSF, retirement, taxation planning) and the appropriate structures required to help clients create and maintain wealth. I provide detailed financial strategies which consider structure, investment vehicles, super and tax legislation. I work with clients to assist them in meeting their financial and lifestyle objectives while maintaining an appropriate risk tolerance.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Gold
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

Morgans Financial Ltd

Level 1, 25 Napier Close
Deakin, ACT 2600

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Morgans Financial Ltd

AFSL 235410