I have been a Financial Adviser since 2011 and have been in the finance industry for over 20 years. I have worked in large institutions such as Westpac/BT and boutique firms.
As a Cooee Wealth Partner, I do not accept any commissions and all the services I offer and provide are fee-based only.
Importantly being privately owned and not controlled by a bank or any other institution gives me the ability to provide you with the most suitable products and services for your situation.
I am passionate about providing support and quality advice to clients by utilising my extensive experience and well-rounded skill set. I maintain a high level of Continuing Professional Development (CP) each year to ensure I am well versed on the latest strategies available and regulatory changes. I believe this helps me ensure that my clients achieve the best outcomes.
I was born in the UK but have made Australia my home for the past 20 years, where I continue to enjoy and explore with my two beautiful children.
I look forward to helping you achieve your lifestyle and financial goals with the greatest degree of certainty.”
Our zoom sessions are excellent. Sam explains everything clearly and easy to understand.
Sam has been a godsend to me. She has handled all my affairs recently with the utmost professionalism.
Nothing is too difficult for her, and I have no hesitation in recommending her.
Always responds quickly to all our questions.
Sam is very knowledgeable in all aspects of SMSF and investments.
Michelle and I can highly recommend her.
i have found Sam to be very knowledgeable in her field and providing advice for my retirement.and current investment strategies. Easy to talk to and explain clearly what is being proposed and recommended.
Sam has a friendly, down to earth approach in our virtual phone meetings… covers the info clearly in a non complicated way
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 2009
- Years of experience 14
- Graduate Diploma of Financial Planning
Cooee Wealth PartnersSuite 2 Level 1, 9-11 Grosvenor St
Neutral Bay, NSW 2089
- 9:00am – 5:30pm Monday – Friday
- Video call
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