I see my role as a Financial Adviser as not only someone who develops strategies and provides investment advice to clients, but as a sounding board for clients for anything to do with money.
I particularly enjoy building long-term relationships with clients and watching the strategies we implement put clients in a better position.
I have over 10 years of experience as a licensed Financial Adviser. I attained a Bachelor of Business from the University of the Sunshine Coast in 2007 and a Diploma of Financial Services (Financial Planning) in 2010. I am a member of the Financial Planning Association of Australia (FPA).
Outside of finance and family, I am an avid cricket fan. I put on the whites every fortnight for the Carina Cricket Club and play indoor cricket weekly. My other interests include listening to and growing my vinyl record collection.
Sam has been both professional and relatable. Always felt like he was doing his best to look after us.
I am extremely happy with Sam as my superannuation adviser and have every confidence that he has my best interests at heart and conducts himself very professionally.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2010
- Years of experience 13
- Bachelor of Business
4Front Financial Planning Pty LtdLevel 11A, 172 Evans Road
Salisbury, QLD 4107
Count Financial Limited